Rebecca Krauss
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Rebecca Krauss? Claim your profile
Contact this firm
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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2021 to now
- Bank of AmericaFeb 2021 to Oct 2021
- Tri-healthSep 2020 to Feb 2021
- Carespring Indianspring Healthcare CenterJun 2020 to Sep 2020
- Prolink StaffingMay 2020 to Jul 2020
- PaycorMay 2019 to May 2020
- Bjs Resturant OperationsJan 2018 to Jan 2018
- Whole FoodsAug 2017 to Aug 2017
- Hotel GalvezMay 2017 to Jul 2017
- Massage EnvyMay 2017 to May 2017
- J.alexandersJan 2017 to Apr 2017
- General Electric Credit UnionMar 2016 to May 2019
- Bob EvansJan 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7456082
- Firm CRD
- 104555