Thomas Rachelski
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- Brookstone Capital ManagementApr 2022 to May 2023
- Jd MellbergMar 2022 to May 2023
- Sonnet Financial Technologies LLCSep 2020 to Feb 2022
- Ghost Hawk Brewing CompanyApr 2019 to May 2023
- PNC BankMay 2017 to Nov 2020
- PNC InvestmentsMay 2017 to Nov 2020
- PNC Wealth ManagementMay 2017 to Nov 2020
- Fidelity InvestmentsMar 2013 to May 2017
- Fidelity Brokerage Services LLCFeb 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5200800
- Firm CRD
- 104555