Rachel Marie Marshall

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

• 10/2009 → 04/2017
  Tiaa-Cref
  Princeton, NJ
• 04/2017 → 07/2018
  Tiaa
  Princeton, NJ
• 07/2018 → Present
  Fidelity Brokerage Services Llc
  Marlton, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-10-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Marlton, NJ
• 2017-07-07 → 2018-06-27
  Tiaa-Cref Individual & Institutional Services, Llc
  Princeton, NJ

Other Businesses

OBA-119520|OrgNmn:Modivcare|Org Addr:Denver,Colorado,US|OBA Nature:Modivcare facilitates non-emer|Invst Rel:N|Title:Relative/family member driver|Duties:Drive my father to and from non-emergency medical appointments.|StrtDt:|TotHrs/mon:2|TrdHrs/mon:2|OBA-124327|OrgNmn:Instacart|Org Addr:Delran,New Jersey,US|OBA Nature:personal shopping and delivery|Invst Rel:N|Title:Independent Contractor|Duties:shopping and delivering goods|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2017-07-06

Other Names

• Rachel M Marshall
• Rachel Marie Marshall