Rachel Rie Fash

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
• 06/2019 → 02/2020
  Windermere Real Estate/East, Inc.
  Bellevue, WA
• 12/2018 → 04/2019
  Army And Air Force Exchange Service
  Barksdale Afb, LA
• 07/2018 → 11/2018
  Unemployed
  Bossier City, LA
• 11/2017 → 06/2018
  Amazon
  Bossier City, LA
• 05/2006 → 04/2017
  Ultra Spa
  Redmond, WA
• 05/2019 → 05/2019
  Unemployed
  Redmond, WA
• 09/2015 → 12/2016
  University Of Washington
  Seattle, WA
• 07/2016 → 03/2017
  Windermere Real Estate/East, Inc.
  Bellevue, WA
• 05/2017 → 10/2017
  Unemployed
  Bossier City, LA

Other Businesses

I*: 2119269 Entity Type: Rental Property Name of OBA: Rental Property 1 Address: Everett, WA 98201 Investment Related: No Position, Title, Association: Sole Owner Employee Start Date: 2/19/2022 Number of Hours: 2 hrs mthly Number of Hours during trading: 0 Duties: Rental Property

Exams

• S66 Uniform Combined State Law Examination
  2021-10-04

Other Names

• Rachel Rie Nakamitsu
• Rachel Nakamitsu