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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Highland Heights, KY • 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
Fidelity Investments Covington KY 01/2018 Present
Unemployed Highland Heights KY 07/2017 09/2017
Ball Homes/Realty Lexington KY 10/2016 06/2017
Andover Management Group Lexington KY 04/2016 10/2016
University Of Kentucky Lexington KY 08/2013 05/2017
Lyft Highland Heights KY 10/2017 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → Present
    Fidelity Investments
    Covington, KY
  • 07/2017 → 09/2017
    Unemployed
    Highland Heights, KY
  • 10/2016 → 06/2017
    Ball Homes/Realty
    Lexington, KY
  • 04/2016 → 10/2016
    Andover Management Group
    Lexington, KY
  • 08/2013 → 05/2017
    University Of Kentucky
    Lexington, KY
  • 10/2017 → 12/2017
    Lyft
    Highland Heights, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-09
  • S66 Uniform Combined State Law Examination
    2020-10-09
Other Names
  • Rachael Elizabeth Smith
  • Rachael Smith
  • Rachael Elizabeth Reuss

View on SEC IAPD

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