Rebecca Dauterive

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

• 09/2012 → 03/2017
  Carrabbas Italian Grill
  Malvern, PA
• 11/2016 → 02/2018
  The Institutes
  Malvern, PA
• 02/2018 → 12/2021
  The Vanguard Group, Inc.
  Malvern, PA
• 08/2013 → 12/2017
  Temple University
  Philadelphia, PA
• 12/2021 → Present
  Fidelity Investments
  Coatesville, PA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-02-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
• 2019-09-09 → 2021-12-23
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S66 Uniform Combined State Law Examination
  2019-08-27
• S63 Uniform Securities Agent State Law Examination
  2018-04-05

Other Names

• Becky Mikus
• Rebecca Mikus
• Rebecca Anne Mikus
• Rebecca Anne Dauterive