Rayna Cokley

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

• 06/2009 → 10/2017
  Morgan Stanley Smith Barney
  Tampa, FL
• 12/2017 → 07/2021
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2021 → Present
  Fidelity Investments
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-01-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Tampa, FL
  Jacksonville, FL
• 2010-01-11 → 2021-08-24
  Morgan Stanley
  Tampa, FL
  South Jordan, UT
  Tampa, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-12-30
• S63 Uniform Securities Agent State Law Examination
  1995-01-10

Other Names

• Rayna Mcray
• Rayna Henry