Barbara A. Rac
STRATEGIC ADVISERS LLC | Financial Consultant
SPRINGBORO, OH
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CRD#: 5816874
Professional summary
Barbara Ann Rac, who also goes by Barbara Snowden Rac, Barbara Ann Snowden, Barbara Ann Wells, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Springboro, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Beavercreek, Ohio.
Barbara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Barbara has worked at 4 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 6 exams.
Biography
Clients come to Fidelity for the brand, ethics and access. Clients work with me for my experience, dedication and passion to help them work toward their financial goals. I partner with clients to help them define their financial vision and develop a dynamic personalized plan.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Barbara Snowden Rac | Barbara Ann Snowden | Barbara Ann Wells
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 Barbara Ann Rac'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®
NoneEducation
Wright State University
Bachelor of Science (BS) - Microbiology
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4389 Walnut St., Beavercreek, OH 45440RIA
CRD#: 104555
SPRINGBORO, OH
Current
July 29, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4389 Walnut St., Beavercreek, OH 45440BD
CRD#: 7784
Beavercreek, OH
Past
July 31, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BEAVERCREEK, OH
Past
April 7, 2015 - July 11, 2019
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
CENTERVILLE, OH
Past
August 13, 2010 - July 11, 2019
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
CENTERVILLE, OH
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
California(11/11/2024)
RR
Colorado(1/21/2026)
RR
Connecticut(1/21/2026)
RR
District of Columbia(11/28/2025)
RR
Florida(8/8/2020)
RR
Georgia(8/28/2020)
RR
Illinois(8/8/2020)
RR
Indiana(7/29/2019)
RR
Iowa(11/24/2021)
RR
Kentucky(8/13/2021)
RR
Maine(1/21/2026)
RR
Michigan(8/8/2020)
RR
North Carolina(8/8/2020)
RR
Ohio(7/29/2019)
IAR
Ohio(3/31/2025)
RR
Oklahoma(1/6/2024)
RR
Pennsylvania(8/8/2020)
RR
South Carolina(8/8/2020)
RR
Tennessee(10/31/2019)
RR
Texas(8/20/2020)
IAR
Texas(3/31/2025)
RR
Utah(9/29/2023)
RR
Virginia(5/6/2022)
RR
Washington(1/23/2025)
RR
West Virginia(8/8/2020)
RR
Wisconsin(1/21/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
Financial ConsultantCRD#: 104555Springboro, OHTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
