Best Investors Account Sign in

Rachel Weissman

Strategic Advisers LLC

Hauppauge, NY

Plainview, NY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

Hauppauge, NY • United States

1551 Old Country Rd, Plainview, NY 11803-5014 • 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
Morgan Stanley New York NY 06/2019 07/2020
Binghamton University Binghamton NY 08/2016 05/2017
Equinox Inc. Roslyn NY 05/2017 08/2017
Binghamton University Binghamton NY 08/2017 05/2018
Rebellion Research Inc. New York NY 05/2018 08/2018
Binghamton University Binghamton NY 08/2018 05/2019
Fidelity Investments Plainview NY 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 07/2020
    Morgan Stanley
    New York, NY
  • 08/2016 → 05/2017
    Binghamton University
    Binghamton, NY
  • 05/2017 → 08/2017
    Equinox Inc.
    Roslyn, NY
  • 08/2017 → 05/2018
    Binghamton University
    Binghamton, NY
  • 05/2018 → 08/2018
    Rebellion Research Inc.
    New York, NY
  • 08/2018 → 05/2019
    Binghamton University
    Binghamton, NY
  • 08/2020 → Present
    Fidelity Investments
    Plainview, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Plainview, NY
  • 2020-01-20 → 2020-08-06
    Morgan Stanley
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-20
  • S66 Uniform Combined State Law Examination
    2020-01-20
Other Names
  • Rachel Weissman
  • Rachel P Weissman

View on SEC IAPD

More in Hauppauge, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor