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Rachel Anne Cathey

Strategic Advisers LLC

Westlake, TX

Midlothian, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Midlothian, TX • 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
The Ayco Company, L.P./Mercer Allied Dallas TX 06/2020 01/2021
Advent Gx Bryan TX 06/2019 10/2019
Rc Designs College Station TX 10/2016 05/2020
Texas A&M University College Station TX 08/2016 05/2020
Ayco/Goldman Sachs Dallas TX 01/2021 10/2022
Fidelity Investments Westlake TX 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Dallas, TX
  • 06/2019 → 10/2019
    Advent Gx
    Bryan, TX
  • 10/2016 → 05/2020
    Rc Designs
    College Station, TX
  • 08/2016 → 05/2020
    Texas A&M University
    College Station, TX
  • 01/2021 → 10/2022
    Ayco/Goldman Sachs
    Dallas, TX
  • 12/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-11
  • S66 Uniform Combined State Law Examination
    2021-01-11
Other Names
  • Rachel A Cathey
  • Rachel Cathey Maumus
  • Rachel Anne Cathey

View on SEC IAPD

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Other Investors

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JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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