Rachel Allgeier
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2021 to now
- MacysNov 2020 to Jan 2021
- Miami UniversityJul 2020 to Dec 2020
- Ashlee Kennedy State FarmJun 2019 to May 2020
- Miami UniversityJun 2019 to May 2020
- Coney IslandMar 2019 to Oct 2019
- Miami UniversityAug 2018 to May 2019
- Coney IslandMar 2018 to Oct 2018
- Miami UniversityAug 2017 to May 2018
- Coney IslandMar 2017 to Oct 2017
- Miami UniversityJan 2017 to May 2017
- Miami UniversityAug 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7333838
- Firm CRD
- 104555