RR
Rachel J. Robasciotti
ADASINA SOCIAL CAPITAL
San Francisco, CA
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CRD#: 4334879
RR
Professional summary
Rachel Joyce Robasciotti, who also goes by Rachel Joyce Brunnasciotti, Rachel Joyce Smith, is a registered financial advisor currently at ADASINA SOCIAL CAPITAL located in San Francisco, California.
Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Rachel has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rachel Joyce Brunnasciotti | Rachel Joyce Smith
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.
Philipson Business Properties LP, (Ultra-Goop, Inc.) Title: Board Member Nature of Business: Philipson Business Properties is a privately held real estate partnership. Investment Related?: No Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Tara Health Foundation Title: Board Member Nature of Business: Tara Health Foundation is a foundation that aims to improve the health and well-being of women and girls in the U.S. through the creative use of philanthropic capital. Investment Related?: No Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Just Economy Institute Title: Advisor Nature of Business: The Just Economy Institute educates, supports, and connects financial activists who are shifting the flow of capital and power to solve social and environmental problems. Investment Related?: No Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 One Fair Wage Title: Board Member Nature of Business: One Fair Wage is a national coalition, campaign, and organization seeking to end all subminimum wages in the United States and increase the sustainability of wages and working conditions in the service sector. Investment Related?: No Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Freedom Economy Business Association - Investment Related C T CORPORATION SYSTEM 1015 15th St NW, Suite 1000, Washington, District of Columbia 20005 he Freedom Economy Business Association enables investors to boldly pursue justice and sustainability with effective legal support. Director and Board Member. 2/8/24 - Present Devotes 10 hours per month, none during trading. Robert Wood Johnson Foundation Truth, Repair, Transformation (RWJF TRT) Wisdom Council Investment-related - Yes Address: 50 College Road East, Princeton, NJ 08540-6614 Nature of the other business: Foundation Position: Truth, Repair, Transformation Wisdom Council Member Title: Council Member Start date: 2/24/2025 Approximate number of hours/month you devote to the other business: 0 Number of hours you devote to the other business during securities trading hours: 0 Duties: The Wisdom Council will help review themes and findings identified by our historian and TRT staff workgroups, and inform the design of Public Listening Sessions to engage with partners and communities impacted by identified themes. The Council will provide recommendations based on what we learn in our historical research and community sessions, that will in turn shape how the Foundation engages in repair and transformation in the years to come.
CRS (Client Relationship Summary) - RIA
Click below to view Rachel Joyce Robasciotti's 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®
NoneExperience
Current
January 6, 2010 - Present
ADASINA SOCIAL CAPITAL
RIA
CRD#: 151411
San Francisco, CA
Past
March 28, 2005 - December 31, 2009
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
SAN FRANCISCO, CA
Past
August 3, 2004 - March 28, 2005
CAMBRIDGE INVESTMENT RESEARCH, INC.
RIA
CRD#: 39543
SAN FRANCISCO, CA
Past
August 3, 2004 - December 31, 2009
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
SAN FRANCISCO, CA
Past
August 29, 2002 - July 21, 2004
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
LAFAYETTE, CA
Past
July 23, 2002 - July 21, 2004
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
July 23, 2002 - July 21, 2004
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
January 15, 2002 - January 29, 2002
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
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".
AS
ADASINA SOCIAL CAPITAL
ADASINA SOCIAL CAPITAL | ROBASCIOTTI & PHILIPSON | ROBASCIOTTI & ASSOCIATES , INC.
CRD#: 151411 / SEC#: 801-113385
RIA
Registered Investment Advisory firm - (6/4/2018 Approved)California
Registered Investment Advisory firm - (8/1/2018 Terminated)Texas
Registered Investment Advisory firm - (1/9/2016 Conditional Restricted)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
California(1/6/2010)
IAR
Colorado(8/16/2023)
IAR
Texas(1/9/2016)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
AS
ADASINA SOCIAL CAPITAL
ADASINA SOCIAL CAPITAL | ROBASCIOTTI & PHILIPSON | ROBASCIOTTI & ASSOCIATES , INC.
CRD#: 151411 / SEC#: 801-113385
RIA
Registered Investment Advisory firm - (6/4/2018 Approved)California
Registered Investment Advisory firm - (8/1/2018 Terminated)Texas
Registered Investment Advisory firm - (1/9/2016 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Berkeley, CA
Mailing Address
548 Market Street Suite 60335, San Francisco, CA 94104
Phone number
(415) 986-5500
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 283,768,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
