Rachel Covey
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2022 to now
- New York Life Insurance CompanyJun 2021 to Jan 2022
- Nylife Securities LLCJun 2021 to Jan 2022
- Nylife Securities LLCMar 2020 to May 2021
- New York Life Insurance Co.Feb 2020 to May 2021
- Ferguson Enterprises InsAug 2018 to Feb 2020
- Business Owner, Covey Life FitnessJan 2016 to Dec 2018
- Ferguson Enterprises IncJul 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7223268
- Firm CRD
- 104555