# RACHEL METALLO

RACHEL METALLO is an investment adviser representative (IAR) with state registration records since 2015, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-03-31 | present | Yes |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2024-04-03 | 2025-03-31 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2022-11-22 | 2024-03-07 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2018-07-06 | 2023-09-05 | — |
| [FINANCIAL ENGINES ADVISORS L.L.C.](https://search.stillhousedata.com/firm/104510) | 2017-03-13 | 2018-06-25 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2016-02-22 | 2016-09-01 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2015-10-14 | 2016-03-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5724731)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5724731.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.