Rachel Trimble
STRATEGIC ADVISERS LLC | Vice President, Wealth Planner
WEEHAWKEN, NJ
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CRD#: 4958905
Professional summary
Rachel Trimble, CFP®, who also goes by Rachel Avramovic, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Weehawken, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Paramus, New Jersey.
Rachel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Rachel has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Wealth Planner with Fidelity, I work with clients one on one through life's many events that need thoughtful planning. If you are seeking guidance due to a life event or looking for planning related to retirement, investment strategy, education, or charitable planning, Fidelity can help. With over a decade of experience, passion for financial planning, paired with the resources of Fidelity, together we will create a comprehensive, long term plan for you and your family.
Question & Answer
What are your service offerings?
Tax Planning
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Rachel Avramovic
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 Trimble'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: 2021
Education
University of Pittsburgh
Bachelor of Science (BS) - Finance
2008
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 396 North Route 17, Paramus, NJ 07652-2907RIA
CRD#: 104555
WEEHAWKEN, NJ
Current
July 28, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 396 North Route 17, Paramus, NJ 07652BD
CRD#: 7784
PARAMUS, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PARAMUS, NJ
Past
August 4, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
SEATTLE, WA
Past
October 18, 2011 - July 11, 2014
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
REDMOND, WA
Past
October 18, 2011 - July 11, 2014
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
REDMOND, WA
Past
February 22, 2011 - October 25, 2011
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
BELLEVUE, WA
Past
February 22, 2011 - October 25, 2011
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
BELLEVUE, WA
Past
August 3, 2009 - January 12, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
SEATTLE, WA
Past
August 3, 2009 - January 12, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
SEATTLE, WA
Past
December 5, 2008 - February 13, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SEATTLE, WA
Past
October 10, 2008 - February 13, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SEATTLE, WA
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
Alaska(6/15/2015)
RR
Arizona(8/24/2017)
RR
Arkansas(4/23/2020)
RR
California(7/28/2014)
RR
Colorado(4/23/2020)
RR
Connecticut(6/1/2022)
RR
Delaware(6/2/2022)
RR
District of Columbia(2/12/2021)
RR
Florida(8/8/2020)
RR
Georgia(7/8/2022)
RR
Hawaii(6/15/2015)
RR
Idaho(7/28/2014)
RR
Illinois(7/15/2019)
RR
Indiana(10/3/2018)
RR
Kansas(2/12/2021)
RR
Maine(8/8/2020)
RR
Maryland(4/23/2020)
RR
Massachusetts(4/23/2020)
RR
Montana(11/19/2020)
RR
New Hampshire(6/2/2022)
RR
New Jersey(6/2/2022)
IAR
New Jersey(3/31/2025)
RR
New York(7/30/2018)
RR
North Carolina(9/9/2022)
RR
Ohio(9/12/2022)
RR
Oregon(11/19/2020)
RR
Pennsylvania(11/19/2020)
RR
Rhode Island(6/2/2022)
RR
South Carolina(9/9/2022)
RR
Texas(7/25/2018)
IAR
Texas(3/31/2025)
RR
Vermont(6/2/2022)
RR
Virginia(7/8/2022)
RR
Washington(7/28/2014)
IAR
Washington(3/31/2025)
RR
West Virginia(10/8/2021)
RR
Wisconsin(10/8/2021)
Exams
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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Wealth PlannerCRD#: 104555Weehawken, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
