Royce J Rackham

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

• 08/2014 → 09/2018
  Bach Homes
  Draper, UT
• 04/2018 → 07/2020
  Bar X
  Salt Lake City, UT
• 11/2019 → 01/2020
  Hallpass
  Salt Lake City, UT
• 08/2020 → 01/2023
  Total Quality Logistics
  Salt Lake City, UT
• 01/2023 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-06-27 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2024-05-03

Other Names

• Royce J Rackham
• Royce Rackham