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Rachel Metallo

Strategic Advisers LLC

Bluffdale, UT

Lehi, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bluffdale, UT • United States

3600 N Outlet Parkway Suite 400, Lehi, UT 84048-7365 • 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
Financial Engines Advisors L.L.C. Draper UT 08/2016 06/2018
E*Trade Securities Llc Sandy UT 06/2018 02/2024
E*Trade Capital Management Llc Sandy UT 06/2018 02/2024
Morgan Stanley Sandy UT 11/2022 02/2024
Morgan Stanley Private Bank, N.A New York NY 03/2023 02/2024
Morgan Stanley Sandy UT 09/2023 02/2024
Fidelity Investments Salt Lake City UT 02/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 06/2018
    Financial Engines Advisors L.L.C.
    Draper, UT
  • 06/2018 → 02/2024
    E*Trade Securities Llc
    Sandy, UT
  • 06/2018 → 02/2024
    E*Trade Capital Management Llc
    Sandy, UT
  • 11/2022 → 02/2024
    Morgan Stanley
    Sandy, UT
  • 03/2023 → 02/2024
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 09/2023 → 02/2024
    Morgan Stanley
    Sandy, UT
  • 02/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2022-11-22 → 2024-03-07
    Morgan Stanley
    Sandy, UT
  • 2018-07-06 → 2023-09-05
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
  • 2017-03-13 → 2018-06-25
    Edelman Financial Engines
    Draper, UT
  • 2016-02-22 → 2016-09-01
    Msi Financial Services, Inc.
    Sandy, UT
  • 2015-10-14 → 2016-03-02
    Equitable Advisors, Llc
    Draper, UT
    Salt Lake City, UT
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-18
  • S66 Uniform Combined State Law Examination
    2015-09-18
Designations
Other Names
  • Rachel Hudgens
  • Rachel Metallo

View on SEC IAPD

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