Rachel Elizabeth Gast
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Coldwell Banker RealtyFeb 2021 to Feb 2023
- Impact EnterprisesMay 2020 to Feb 2023
- Motherhood MaternityJul 2019 to Oct 2019
- Saint James the Greater SchoolJun 2019 to Jun 2020
- Rose & RemingtonJun 2018 to Dec 2018
- LyftJan 2018 to Dec 2019
- PostmatesJan 2018 to Dec 2019
- UberJan 2018 to Dec 2019
- Cincinnati Hebrew Day SchoolAug 2017 to Jun 2019
- Northwest Local School DistrictJun 2017 to Jul 2017
- Olive GardenMay 2017 to Aug 2017
- Cincinnati Childrens Hospital and Medical CenterDec 2014 to Dec 2016
- XceedJun 2014 to Dec 2016
- Self-employedAug 2011 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7707476
- Firm CRD
- 104555