Rachel
Tackett
Strategic Advisers LLC
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About this Advisor
Rachel Tackett is a financial advisor based in Latonia, Kentucky, working with Strategic Advisers LLC. Rachel has previously held positions at Fidelity Investments, Coldwell Banker Realty, Camporosso, Taste Of Belgium, Blue Moon Estate Sales, Mackenzie River Pizza Pub And Grill, Commonwealth Bank And Trust, Larosas Pizzeria, Aeropostale, and as a student. Rachel has passed the Series 66 regulatory exam and is registered to provide services in Kentucky and Texas. Currently, Rachel is part of Strategic Advisers LLC, which operates out of Latonia, Kentucky. The firm has 240 offices and 16,291 employees. Strategic Advisers LLC manages assets totaling $1.1 trillion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Advisers LLC Brokerage Details
$1,067,664,605,590
16,291
2,486,631
$429,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Rachel Tackett Work History
Fidelity Investments
Fidelity Investments
Camporosso
Taste Of Belgium
Blue Moon Estate Sales
Coldwell Banker Realty
Mackenzie River Pizza Pub And Grill
Commonwealth Bank And Trust
Mackenzie River Pizza Pub And Grill
Coldwell Banker Realty
Larosas Pizzeria
Aeropostale
Student
Disclosures
Please visit the SEC profile of Rachel Tackett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Advisers LLC
Bountiful, UT
Portland, ME
Fort Lauderdale, FL
Cincinnati, OH
Broadview Heights, OH
Birmingham, AL
Midlothian, VA
Hopkins, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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