Rachel Rivell
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 statesRegistered 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2021 to now
- The Vanguard Group, Inc.Aug 2020 to Mar 2021
- Functional 45Jul 2020 to Dec 2020
- RedbullsNov 2018 to Nov 2019
- Tradition Asset ManagementJun 2018 to Jul 2020
- William Patterson AthleticsSep 2017 to May 2018
- Ela Financial GroupFeb 2017 to May 2017
- William Patterson UniversityAug 2014 to May 2018
- Kingsway Regional Summer CampJun 2014 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
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
- 7113936
- Firm CRD
- 104555