Rachel Tackett
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2022 to now
- CamporossoAug 2021 to Jan 2022
- Taste of BelgiumMar 2021 to Nov 2021
- Blue Moon Estate SalesMar 2021 to Jul 2021
- Coldwell Banker RealtyOct 2019 to Jan 2022
- Mackenzie River Pizza Pub and GrillApr 2019 to Jan 2021
- Commonwealth Bank and TrustAug 2018 to May 2019
- Mackenzie River Pizza Pub and GrillJul 2017 to Aug 2018
- Coldwell Banker RealtyNov 2016 to Sep 2018
- Larosas PizzeriaJul 2015 to Jan 2017
- StudentAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7498290
- Firm CRD
- 104555