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RP

Rachael A. Petronelli

FORESIDE FINANCIAL SERVICES
Owings Mills, MD 21117
Some features on this profile are disabled
CRD#: 6372312
RP

Professional summary

Rachael Anna Petronelli, who also goes by Rachael Anna Keeling, Rachael Keeling, is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in Owings Mills, Maryland.

Rachael is registered as a RR (Registered Representative) and started their career in finance in 2015. Rachael has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Rachael Anna Keeling | Rachael Keeling

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) - BD

Click below to view Rachael Anna Petronelli'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®
None

Experience

Current

March 31, 2025 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 100 Painters Mill Road Suite 700, Owings Mills, MD 21117
BD
CRD#: 148477
Owings Mills, MD
Past

April 1, 2015 - October 11, 2022

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(6/12/2025)
RR
Alaska
(6/12/2025)
RR
Arizona
(6/12/2025)
RR
Arkansas
(6/18/2025)
RR
California
(6/10/2025)
RR
Colorado
(6/12/2025)
RR
Connecticut
(6/12/2025)
RR
Delaware
(6/14/2025)
RR
District of Columbia
(6/13/2025)
RR
Florida
(6/10/2025)
RR
Georgia
(6/11/2025)
RR
Hawaii
(6/13/2025)
RR
Idaho
(6/11/2025)
RR
Illinois
(6/10/2025)
RR
Indiana
(6/12/2025)
RR
Iowa
(6/10/2025)
RR
Kansas
(6/10/2025)
RR
Kentucky
(6/10/2025)
RR
Louisiana
(6/13/2025)
RR
Maine
(6/13/2025)
RR
Maryland
(6/12/2025)
RR
Massachusetts
(6/11/2025)
RR
Michigan
(6/10/2025)
RR
Minnesota
(6/10/2025)
RR
Mississippi
(6/10/2025)
RR
Missouri
(6/11/2025)
RR
Montana
(6/10/2025)
RR
Nebraska
(6/10/2025)
RR
Nevada
(6/12/2025)
RR
New Hampshire
(6/16/2025)
RR
New Jersey
(6/10/2025)
RR
New Mexico
(6/11/2025)
RR
New York
(6/15/2025)
RR
North Carolina
(6/16/2025)
RR
North Dakota
(6/20/2025)
RR
Ohio
(6/10/2025)
RR
Oklahoma
(6/10/2025)
RR
Oregon
(6/20/2025)
RR
Pennsylvania
(6/11/2025)
RR
Rhode Island
(6/12/2025)
RR
South Carolina
(6/10/2025)
RR
South Dakota
(6/12/2025)
RR
Tennessee
(6/13/2025)
RR
Texas
(6/10/2025)
RR
Utah
(6/10/2025)
RR
Vermont
(6/12/2025)
RR
Virginia
(6/13/2025)
RR
Washington
(6/12/2025)
RR
West Virginia
(6/16/2025)
RR
Wisconsin
(6/10/2025)
RR
Wyoming
(6/10/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 6/4/2025
Uniform Securities Agent 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: 4/1/2015
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FORESIDE FINANCIAL SERVICES, LLC
BHIL DISTRIBUTORS, INC. | FORESIDE FINANCIAL SERVICES, LLC | BHIL DISTRIBUTORS, LLC

CRD#: 148477 / SEC#: , 8-68027

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 07/31/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCDIRECTOR OWNER/SOLE MEMBER
BRUNNER, JENNIFER ANNEVICE PRESIDENT/CHIEF COMPLIANCE OFFICER1137783
COWAN, TERESA MARIA KAZMIERSKIPRESIDENT/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145

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

FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477Owings Mills, MD 21117

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