Rachel Beygelman
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsAug 2025 to now
- UnemployedMay 2025 to Aug 2025
- P.E.A.K. MarketingJan 2025 to May 2025
- Hollis Art SpaceNov 2024 to Dec 2024
- Tcg FandomOct 2023 to Jan 2025
- Sky Meadow Golf ClubJun 2023 to Oct 2023
- Plant CityJan 2023 to Jun 2023
- Rhode Island School of DesignFeb 2022 to Apr 2022
- Plant City XJan 2022 to Jan 2023
- Plant CityFeb 2021 to Jan 2022
- Joberate IncMay 2020 to Jan 2021
- San Diego State UniveristyJun 2018 to May 2020
- Merrimack High SchoolJun 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8152275
- Firm CRD
- 104555