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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Magellan Way, Covington, KY 41015-1987 • United States

Edgewood, KY • 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
Fidelity Investments Covington KY 01/2022 Present
Coldwell Banker Realty Fort Mitchell KY 10/2019 01/2022
Camporosso Fort Mitchell KY 08/2021 01/2022
Taste Of Belgium Crestview Hills KY 03/2021 11/2021
Blue Moon Estate Sales Highland Heights KY 03/2021 07/2021
Mackenzie River Pizza Pub And Grill Crestview Hills KY 07/2017 08/2018
Commonwealth Bank And Trust Florence KY 08/2018 05/2019
Mackenzie River Pizza Pub And Grill Crestview Hills KY 04/2019 01/2021
Coldwell Banker Realty Fort Mitchell KY 11/2016 09/2018
Larosas Pizzeria Crescent Springs KY 07/2015 01/2017
Student Highland Heights KY 08/2014 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → Present
    Fidelity Investments
    Covington, KY
  • 10/2019 → 01/2022
    Coldwell Banker Realty
    Fort Mitchell, KY
  • 08/2021 → 01/2022
    Camporosso
    Fort Mitchell, KY
  • 03/2021 → 11/2021
    Taste Of Belgium
    Crestview Hills, KY
  • 03/2021 → 07/2021
    Blue Moon Estate Sales
    Highland Heights, KY
  • 07/2017 → 08/2018
    Mackenzie River Pizza Pub And Grill
    Crestview Hills, KY
  • 08/2018 → 05/2019
    Commonwealth Bank And Trust
    Florence, KY
  • 04/2019 → 01/2021
    Mackenzie River Pizza Pub And Grill
    Crestview Hills, KY
  • 11/2016 → 09/2018
    Coldwell Banker Realty
    Fort Mitchell, KY
  • 07/2015 → 01/2017
    Larosas Pizzeria
    Crescent Springs, KY
  • 08/2014 → 05/2017
    Student
    Highland Heights, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-03
  • S66 Uniform Combined State Law Examination
    2022-08-03
Other Names
  • Rachel Marie Snowden Gamel
  • Rachel Gamel Hydera
  • Rachel Gamel
  • Rachel Marie Snowden Tackett

View on SEC IAPD

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