Rachael E. Reuss

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2020-10-09

Other Names

• Rachael Elizabeth Smith
• Rachael Smith
• Rachael Elizabeth Reuss