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Rebecca Carol Chase

Strategic Advisers LLC

Ann Arbor, MI

Brighton, MI

Grand Blanc, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-17
MI RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-04-17
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States

Brighton, MI • United States

10811 S Saginaw St, Grand Blanc, MI 48439-2706 • 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
Charles Schwab & Co., Inc. Troy MI 06/2015 03/2023
Schwab Private Client Investment Advisory, Inc. Indianapolis IN 08/2020 09/2021
Charles Schwab Bank, Ssb Troy MI 09/2021 03/2023
Fidelity Investments Ann Arbor MI 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 03/2023
    Charles Schwab & Co., Inc.
    Troy, MI
  • 08/2020 → 09/2021
    Schwab Private Client Investment Advisory, Inc.
    Indianapolis, IN
  • 09/2021 → 03/2023
    Charles Schwab Bank, Ssb
    Troy, MI
  • 04/2023 → Present
    Fidelity Investments
    Ann Arbor, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-14
S63 Uniform Securities Agent State Law Examination 2015-11-12
  • S66 Uniform Combined State Law Examination
    2016-11-14
  • S63 Uniform Securities Agent State Law Examination
    2015-11-12
Designations
Other Names
  • Rebecca Carol Brown
  • Rebecca Carol Chase
  • Rebecca Chase

View on SEC IAPD

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DOUGLAS ALAN VANDERSTELT
MARCUS MAYURKANT TRIVEDI
JENNIFER A. WATSON
SCOTT ARTHUR HAYDEN
DENNIS JOHN CUNNINGHAM

Other Offices

SPC · ANN ARBOR, MI
SPC · Ann Arbor, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ANN ARBOR, MI
FIRST HEARTLAND CONSULTANTS, INC. · ANN ARBOR, MI
LPL FINANCIAL LLC · ANN ARBOR, MI
OSAIC ADVISORY SERVICES, LLC · Ann Arbor, MI

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