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Rachel Klase

Strategic Advisers LLC

Larkspur, CA

Novato, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

601 Larkspur Landing Circle, Larkspur, CA 94939-1722 • United States

Novato, CA • 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 Brokerage Services Llc Larkspur CA 07/2017 Present
London Stock Exchange Group Seattle WA 11/2016 03/2017
Uber Seattle WA 08/2016 11/2016
Unemployed Corte Madera CA 03/2017 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → Present
    Fidelity Brokerage Services Llc
    Larkspur, CA
  • 11/2016 → 03/2017
    London Stock Exchange Group
    Seattle, WA
  • 08/2016 → 11/2016
    Uber
    Seattle, WA
  • 03/2017 → 07/2017
    Unemployed
    Corte Madera, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-05-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Larkspur, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-04-08
S63 Uniform Securities Agent State Law Examination 2018-03-26
  • S65 Uniform Investment Adviser Law Examination
    2019-04-08
  • S63 Uniform Securities Agent State Law Examination
    2018-03-26
Other Names
  • Rachel Lyn Bekowich
  • Rachel Bekowich

View on SEC IAPD

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DANIEL LEE RASMUS
JEFFREY LIMETA
GUSTAVO SANCHEZ

Other Offices

BROADWING CAPITAL ADVISORS, INC. · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
PMB ADVISORS · LARKSPUR, CA
EB FINANCIAL GROUP, LLC · LARKSPUR, CA
BEACON POINTE ADVISORS, LLC · Larkspur, CA
SHIRA RIDGE WEALTH MANAGEMENT · LARKSPUR, CA
WARM SPRINGS ADVISORS INC. · LARKSPUR, CA
AMERICAN PACIFIC GROUP · LARKSPUR, CA

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