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Racheal Perry

Strategic Advisers LLC

Portland, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Portland, OR • 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
Tcw Funds Distributors Los Angeles CA 06/2013 02/2017
Tcw Llc Los Angeles CA 01/2016 02/2017
Morgan Stanley Portland OR 02/2019 10/2021
Unemployed Portland OR 02/2017 02/2019
Fidelity Investments Jacksonville FL 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2013 → 02/2017
    Tcw Funds Distributors
    Los Angeles, CA
  • 01/2016 → 02/2017
    Tcw Llc
    Los Angeles, CA
  • 02/2019 → 10/2021
    Morgan Stanley
    Portland, OR
  • 02/2017 → 02/2019
    Unemployed
    Portland, OR
  • 10/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2021-08-16 → 2021-11-01
    Morgan Stanley
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-14
  • S66 Uniform Combined State Law Examination
    2021-08-14
Other Names
  • Racheal Lashaun Jamerson
  • Racheal Lashaun Perry

View on SEC IAPD

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