RACHEL METALLO is an investment adviser representative (IAR) with state registration records since 2015, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-04-03 | 2025-03-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2022-11-22 | 2024-03-07 | — |
| HARRISDIRECT LLC | 2018-07-06 | 2023-09-05 | — |
| FINANCIAL ENGINES ADVISORS L.L.C. | 2017-03-13 | 2018-06-25 | — |
| MSI FINANCIAL SERVICES, INC. | 2016-02-22 | 2016-09-01 | — |
| EQUITABLE ADVISORS, LLC | 2015-10-14 | 2016-03-02 | — |