Rachel R. Peddle
STRATEGIC ADVISERS LLC | Financial Consultant
RANDOLPH, NJ
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CRD#: 4225345
Professional summary
Rachel Rena Peddle, CFP®, CIMA®, who also goes by Rachel Rena Powers, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Randolph, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Morristown, New Jersey.
Rachel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Rachel has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
As a Financial Consultant at Fidelity, I use my 20 plus years of industry experience plus my passion to help others to assist clients in better understanding their financial health. Each client has a unique and individual need that takes a consultative approach to address their goals and dreams. This approach along with the Fidelity tools and resources help me help clients become better investors, feel more confident and help them strive for financial success.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Rachel Rena Powers
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Rachel Rena Peddle's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Education
Wright State University
Bachelor of Science (BS) - Marketing
2000
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 35 Morris Street, Morristown, NJ 07960RIA
CRD#: 104555
RANDOLPH, NJ
Current
December 6, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 35 Morris Street, Morristown, NJ 07960BD
CRD#: 7784
Morristown, NJ
Past
January 29, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MORRISTOWN, NJ
Past
January 2, 2018 - December 4, 2018
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
PORTLAND, ME
Past
October 15, 2003 - August 15, 2017
OPPENHEIMERFUNDS DISTRIBUTOR, INC.
BD
CRD#: 7834
CENTENNIAL, CO
Past
September 25, 2000 - July 5, 2001
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/8/2020)
RR
Arizona(8/10/2020)
RR
California(6/12/2020)
RR
Colorado(3/25/2023)
RR
Delaware(3/31/2023)
RR
District of Columbia(8/8/2020)
RR
Florida(12/6/2018)
RR
Georgia(1/26/2023)
RR
Illinois(4/23/2020)
RR
Maine(7/2/2020)
RR
Massachusetts(6/12/2020)
RR
Michigan(8/8/2020)
RR
Minnesota(9/12/2025)
RR
New Hampshire(12/22/2021)
RR
New Jersey(12/6/2018)
IAR
New Jersey(3/31/2025)
RR
New Mexico(8/8/2020)
RR
New York(12/6/2018)
RR
North Carolina(3/4/2022)
RR
Ohio(3/25/2023)
RR
Pennsylvania(12/6/2018)
RR
Puerto Rico(11/16/2020)
RR
South Carolina(10/9/2020)
RR
Texas(8/4/2020)
IAR
Texas(3/31/2025)
RR
Virginia(8/8/2020)
RR
Washington(8/8/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Randolph, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
