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Rachel May Anderson

Strategic Advisers LLC

Newport, KY

Covington, KY

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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

Newport, KY • United States

100 Howe Drive, Covington, KY 41015-5000 • 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 02/2021 Present
Us Army Department Of Defense Garmisch 09/2018 11/2020
Indiana University Bloomington IN 08/2015 08/2018
Abby Tap House Llc Danny Boy Beer Works Carmel IN 05/2017 08/2017
Danny Boy Draft Works Bloomington Bloomington IN 08/2017 09/2017
Ritz Charles Catering Carmel IN 04/2016 05/2017
El Acapulco Inc. La Charreada Bloomington IN 08/2016 03/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → Present
    Fidelity Investments
    Covington, KY
  • 09/2018 → 11/2020
    Us Army Department Of Defense
    Garmisch
  • 08/2015 → 08/2018
    Indiana University
    Bloomington, IN
  • 05/2017 → 08/2017
    Abby Tap House Llc Danny Boy Beer Works
    Carmel, IN
  • 08/2017 → 09/2017
    Danny Boy Draft Works Bloomington
    Bloomington, IN
  • 04/2016 → 05/2017
    Ritz Charles Catering
    Carmel, IN
  • 08/2016 → 03/2017
    El Acapulco Inc. La Charreada
    Bloomington, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-03
S63 Uniform Securities Agent State Law Examination 2021-07-26
  • S66 Uniform Combined State Law Examination
    2022-10-03
  • S63 Uniform Securities Agent State Law Examination
    2021-07-26
Other Names
  • Rachel May Anderson
  • Rachel Anderson

View on SEC IAPD

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