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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-21
TX RA APPROVED 2025-11-21
  • NJ RA
    APPROVED
    Since 2025-11-21
  • TX RA
    APPROVED
    Since 2025-11-21

Branch Locations

750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States

Avon-By-The-Sea, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Manasquan NJ 07/2025 11/2025
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington NJ 06/2015 03/2017
Lpl Enterprise, Llc Allentown NJ 11/2024 07/2025
Dennis R. Hahn Allentown NJ 04/2017 02/2025
Fidelity Investments Bridgewater NJ 11/2025 Present
Pruco Securities, Llc. Allentown NJ 04/2017 11/2024
The Garback Agency North Brunswick NJ 02/2025 07/2025
  • 07/2025 → 11/2025
    Unemployed
    Manasquan, NJ
  • 06/2015 → 03/2017
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Pennington, NJ
  • 11/2024 → 07/2025
    Allentown, NJ
  • 04/2017 → 02/2025
    Dennis R. Hahn
    Allentown, NJ
  • 11/2025 → Present
    Fidelity Investments
    Bridgewater, NJ
  • 04/2017 → 11/2024
    Allentown, NJ
  • 02/2025 → 07/2025
    The Garback Agency
    North Brunswick, NJ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-22
S63 Uniform Securities Agent State Law Examination 2015-12-08
  • S65 Uniform Investment Adviser Law Examination
    2017-12-22
  • S63 Uniform Securities Agent State Law Examination
    2015-12-08
Other Names
  • Rachel Foti
  • Rachel Marie Foti

View on SEC IAPD

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