Racquel H. Tibbetts

BIGELOW INVESTMENT ADVISORS

Portland, ME 04101

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CRD#: 7269856

Professional summary

Racquel Heath Tibbetts, CFP® is a registered financial advisor currently at BIGELOW INVESTMENT ADVISORS, LLC located in Portland, Maine.

Racquel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Racquel has worked at 1 firm .

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.

Part -time faculty, University of Southern Maine

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Racquel Heath Tibbetts'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

July 15, 2020 - Present

BIGELOW INVESTMENT ADVISORS, LLC

Office #1: 4 Moulton Street, Portland, ME 04101Office #2: 2 Monument Square Suite 701, Portland, ME 04101

RIA

CRD#: 143733

Portland, ME

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".

BIGELOW INVESTMENT ADVISORS, LLC

CRD#: 143733 / SEC#: 801-67875

RIA

Registered Investment Advisory firm - (5/3/2007 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

Maine
(7/15/2020)

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

BIGELOW INVESTMENT ADVISORS, LLC

CRD#: 143733 / SEC#: 801-67875

RIA

Registered Investment Advisory firm - (5/3/2007 Approved)

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Contact information

Main Address

2 Monument Square Suite 701, Portland, ME 04101

Mailing Address

Phone number

(207) 772-2900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BIGELOW INVESTMENT ADVISORS PART 2A (1/31/2025)

Regulatory assets under management

Total Number of Accounts	869
AUM (Assets Under Management)	$ 476,220,823

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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Racquel H. Tibbetts

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Racquel Heath Tibbetts's CRS (Customer Relationship Summary).

Certified licenses

Experience

BIGELOW INVESTMENT ADVISORS, LLC

Primary Firm SEC Registration

BIGELOW INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Current Firm

BIGELOW INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BIGELOW INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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