Rebecca Ann Moody

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

• 05/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 10/2020 → 03/2021
  Quicken Loans
  Detroit, MI
• 04/2015 → 09/2020
  Unitedhealthcare
  Hooksett, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-31 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Exams

• S66 Uniform Combined State Law Examination
  2022-10-28
• S63 Uniform Securities Agent State Law Examination
  2021-12-06

Other Names

• Rebecca Ann Moody
• Rebecca Ann Caswell
• Rebecca Moody