Rachael C. Grattan

TEAM HEWINS

BOCA RATON, FL 33431

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CRD#: 6722198

Professional summary

Rachael Catherine Grattan, CFP® is a registered financial advisor currently at TEAM HEWINS, LLC located in Boca Raton, Florida.

Rachael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Rachael has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Rachael Catherine Grattan'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

Start date: 2016

Experience

Current

June 4, 2018 - Present

TEAM HEWINS, LLC

Office #1: 2255 Glades Road Suite 226-a, Boca Raton, FL 33431

RIA

CRD#: 291194

BOCA RATON, FL

Past

March 15, 2018 - June 1, 2018

WIPFLI FINANCIAL ADVISORS, LLC

RIA

CRD#: 109983

BOCA RATON, FL

Past

December 5, 2016 - February 17, 2018

ADAM FINANCIAL ASSOCIATES INC

RIA

CRD#: 109315

BOCA RATON, 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".

TEAM HEWINS, LLC

HEWINS, LLC | TEAM HEWINS, LLC | POST HEWINS, LLC

CRD#: 291194 / SEC#: 801-112939

RIA

Registered Investment Advisory firm - (4/20/2018 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

Florida
(6/4/2018)

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

Current Firm

TEAM HEWINS, LLC

HEWINS, LLC | TEAM HEWINS, LLC | POST HEWINS, LLC

CRD#: 291194 / SEC#: 801-112939

RIA

Registered Investment Advisory firm - (4/20/2018 Approved)

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Contact information

Main Address

203 Redwood Shores Parkway Suite 550, Redwood City, CA 94065

Mailing Address

Phone number

(650) 620-3040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TEAM HEWINS FORM ADV PART 2A BROCHURE (2/26/2025)

Regulatory assets under management

Total Number of Accounts	2,030
AUM (Assets Under Management)	$ 3,433,219,636

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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Rachael C. Grattan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachael Catherine Grattan's CRS (Customer Relationship Summary).

Certified licenses

Experience

TEAM HEWINS, LLC

WIPFLI FINANCIAL ADVISORS, LLC

ADAM FINANCIAL ASSOCIATES INC

Primary Firm SEC Registration

TEAM HEWINS, LLC

State Registrations and Notice Filings

Exams

Current Firm

TEAM HEWINS, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TEAM HEWINS, LLC

TRUST BUT VERIFY

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