Rachael Grattan, financial advisor Boca Raton FL

Rachael Grattan

CRD Number: 6722198
Current Firm: Team Hewins, LLC

Rachael Grattan (CRD# 6722198) is an Investment Advisor Representative working at Team Hewins, LLC in Boca Raton, FL and has 1 year of experience in the finance industry. Rachael Grattan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Team Hewins Redwood City, CA Jan 2019 - Current 2
Team Hewins, LLC Boca Raton, FL May 2018 - Dec 2018 < 1
Hewins Financial Advisors, LLC Boca Raton, FL Feb 2018 - Jun 2018 < 1
Adam Financial Associates, Inc. Boca Raton, FL Feb 2013 - Feb 2018 5
Boca Raton Regional Hospital Boca Raton, FL Jan 2011 - Feb 2013 2
Full-time Student (high School + College) Boca Raton, FL Jan 2006 - Dec 2012 6

Rachael Grattan has no recent exams reported.
Contact Info for Rachael C. Grattan
Phone Number: 650-620-3040
Firm Website: https://teamhewins.com/
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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