Rebecca Elizabeth Thompson
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2023 to now
- Boys & Girls Club of ManchesterNov 2021 to Feb 2023
- Medaglia & Co. IncJun 2020 to Nov 2021
- Charlotte Klein Dance CentersSep 2019 to Jun 2021
- Bobby & Jack's Memphis BarbequeAug 2019 to Nov 2019
- Tremonte Pizzeria, LLCMay 2019 to Jun 2019
- Dean College PhonathonSep 2018 to Mar 2020
- Gate City BalletJul 2018 to Aug 2018
- Dean CollegeSep 2016 to May 2020
- Dunkin DonutsJun 2015 to Jan 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7716424
- Firm CRD
- 104555