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RW

Rachel M. Webster

CONSCIOUS WEALTH INVESTMENTS
ATLANTA, GA 30307
Some features on this profile are disabled
CRD#: 5779285
RW

Professional summary

Rachel Morgan Webster, CFP®, who also goes by Rachel Webster, Rachel Morgan Webster, is a registered financial advisor currently at CONSCIOUS WEALTH INVESTMENTS, LLC located in Atlanta, Georgia.

Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Rachel has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rachel Webster | Rachel Morgan Webster

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Morgan Webster'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®
CFP®

Certified Financial Planner

Experience

Current

January 12, 2026 - Present

CONSCIOUS WEALTH INVESTMENTS, LLC

Office #1: 901 Bernina Ave Apt 2, Atlanta, GA 30307
RIA
CRD#: 319143
ATLANTA, GA
Past

February 11, 2020 - December 15, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
ALPHARETTA, GA
Past

February 10, 2020 - December 15, 2025

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ALPHARETTA, GA
Past

May 1, 2018 - February 4, 2020

MORGAN STANLEY

RIA
CRD#: 149777
ATLANTA, GA
Past

April 30, 2018 - February 4, 2020

MORGAN STANLEY

BD
CRD#: 149777
ATLANTA, GA
Past

June 14, 2011 - May 24, 2017

MORGAN STANLEY

RIA
CRD#: 149777
ATLANTA, GA
Past

January 20, 2011 - May 24, 2017

MORGAN STANLEY

BD
CRD#: 149777
ATLANTA, GA

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".
CW
CONSCIOUS WEALTH INVESTMENTS, LLC
CONSCIOUS WEALTH INVESTING, LLC | HATTON INVESTMENTS LLC | HATTON INVESTMENTS | HATTON GROUP LLC | HATTAN GROUP LLC | CONSCIOUS WEALTH® MANAGEMENT | CONSCIOUS WEALTH INVESTMENTS, LLC

CRD#: 319143 / SEC#: 801-123510

RIA
Registered Investment Advisory firm - (3/24/2022 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
Georgia
(1/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/11/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/19/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 7/25/2013
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 5/7/2013
General Securities Sales Supervisor - Options Module Examination

Current Firm

CW
CONSCIOUS WEALTH INVESTMENTS, LLC
CONSCIOUS WEALTH INVESTING, LLC | HATTON INVESTMENTS LLC | HATTON INVESTMENTS | HATTON GROUP LLC | HATTAN GROUP LLC | CONSCIOUS WEALTH® MANAGEMENT | CONSCIOUS WEALTH INVESTMENTS, LLC

CRD#: 319143 / SEC#: 801-123510

RIA
Registered Investment Advisory firm - (3/24/2022 Approved)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
901 Bernina Apt 2, Atlanta, GA 30307
Mailing Address
1700 Northside Drive Suite A7 #5763, Atlanta, GA 30318
Phone number
(404) 826-7747
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CONSCIOUS WEALTH DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY (2/10/2026)

Regulatory assets under management

Total Number of Accounts475
AUM (Assets Under Management)$ 272,797,562

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.

Company Information

CONSCIOUS WEALTH INVESTMENTS, LLC

CRD#: 319143Atlanta, GA 30307

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