Rachel J. Hacker

CREEKSIDE CAPITAL

KNOXVILLE, TN 37923

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CRD#: 3192143

Professional summary

Rachel Joy Hacker, who also goes by Rachel Joy Shinabery, is a registered financial advisor currently at CREEKSIDE CAPITAL, INC. located in Knoxville, Tennessee.

Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Rachel has worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rachel Joy Shinabery

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.

RACHEL IS A PARTNER IN SONY LANE PARTNERSHIP, WHICH OWNS THE BUILDING THAT MCBREARTY CAPITAL MANAGEMENT IS LOCATED IN. RACHEL BECAME A PARTNER IN 8/2008 AND HE SPENDS APPROXIMATELY 4 HOURS PER MONTH ON THIS ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Joy Hacker's CRS (Customer Relationship Summary).

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®

None

Experience

Current

April 5, 2004 - Present

CREEKSIDE CAPITAL, INC.

Office #1: 8901 Sony Lane, Knoxville, TN 37923

RIA

CRD#: 108972

KNOXVILLE, TN

Past

October 6, 1999 - January 10, 2000

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

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".

CREEKSIDE CAPITAL, INC.

CREEKSIDE CAPITAL, INC. | MCBREARTY CAPITAL MANAGEMENT INC

CRD#: 108972 / SEC#: 801-57187

RIA

Registered Investment Advisory firm - (1/21/2000 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.

Highlighted states indicate IAR registrations

IAR

Tennessee
(4/5/2004)

IAR

Texas
(7/20/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 10/4/1999

General Securities Representative Examination

Current Firm

CREEKSIDE CAPITAL, INC.

CREEKSIDE CAPITAL, INC. | MCBREARTY CAPITAL MANAGEMENT INC

CRD#: 108972 / SEC#: 801-57187

RIA

Registered Investment Advisory firm - (1/21/2000 Approved)

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Contact information

Main Address

8901 Sony Lane, Knoxville, TN 37923

Mailing Address

Phone number

(865) 693-5300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREEKSIDE CAPITAL BROCHURE (2/18/2025)

Regulatory assets under management

Total Number of Accounts	750
AUM (Assets Under Management)	$ 244,145,183

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.

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Rachel J. Hacker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Joy Hacker's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREEKSIDE CAPITAL, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CREEKSIDE CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 7

Date: 10/4/1999

Current Firm

CREEKSIDE CAPITAL, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREEKSIDE CAPITAL, INC.

TRUST BUT VERIFY

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