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Rachel Rivell

Strategic Advisers LLC

Philadelphia, PA

Barrington, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998 • United States

Barrington, NJ • 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
Tradition Asset Management Summit NJ 06/2018 07/2020
Redbulls Harrison NJ 11/2018 11/2019
William Patterson Athletics Wayne NJ 09/2017 05/2018
William Patterson University Wayne NJ 08/2014 05/2018
Ela Financial Group Wyckoff NJ 02/2017 05/2017
Kingsway Regional Summer Camp Woolwich NJ 06/2014 09/2017
The Vanguard Group, Inc. Malvern PA 08/2020 03/2021
Functional 45 Bryn Mawr PA 07/2020 12/2020
Fidelity Investments Merrimack NH 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 07/2020
    Tradition Asset Management
    Summit, NJ
  • 11/2018 → 11/2019
    Redbulls
    Harrison, NJ
  • 09/2017 → 05/2018
    William Patterson Athletics
    Wayne, NJ
  • 08/2014 → 05/2018
    William Patterson University
    Wayne, NJ
  • 02/2017 → 05/2017
    Ela Financial Group
    Wyckoff, NJ
  • 06/2014 → 09/2017
    Kingsway Regional Summer Camp
    Woolwich, NJ
  • 08/2020 → 03/2021
    The Vanguard Group, Inc.
    Malvern, PA
  • 07/2020 → 12/2020
    Functional 45
    Bryn Mawr, PA
  • 03/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Philadelphia, PA
    Barrington, NJ
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-01
S63 Uniform Securities Agent State Law Examination 2020-10-06
  • S66 Uniform Combined State Law Examination
    2021-06-01
  • S63 Uniform Securities Agent State Law Examination
    2020-10-06
Designations
Other Names
  • Rachel Marie Rivell
  • Rachel Rivell

View on SEC IAPD

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Other Offices

GLENMEDE INVESTMENT MANAGEMENT, LP · PHILADELPHIA, PA
CLARK CAPITAL MANAGEMENT GROUP INC · PHILADELPHIA, PA
GLOBAL ADVISERS, LLC · PHILADELPHIA, PA
BIOPHY CAPITAL MANAGEMENT LLC · PHILADELPHIA, PA
VERITABLE FINANCIALS LLC · PHILADELPHIA, PA
CHARLES SCHWAB & CO., INC. · Philadelphia, PA
MORGAN STANLEY · Philadelphia, PA
J.P. MORGAN SECURITIES LLC · Philadelphia, PA

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