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Inactive

Rachel A Frame

Wealthspire Advisors

Boca Raton,, FL

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-12
  • FL RA
    APPROVED
    Since 2026-05-12

Branch Locations

150 E Palmetto Park Road, Suite 500, Boca Raton,, FL 33432 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ballentine Partners, Llc Palm Beach Gardens FL 07/2023 02/2026
Wealthstream Advisors New York NY 07/2020 07/2023
Carnegie Mellon University Pittsburgh PA 08/2016 07/2020
Charles Schwab Phoenix AZ 06/2019 08/2019
Rainey & Randall Investment Management Celebration FL 06/2018 08/2018
Wealthspire Advisors Boca Raton FL 03/2026 Present
  • 07/2023 → 02/2026
    Ballentine Partners, Llc
    Palm Beach Gardens, FL
  • 07/2020 → 07/2023
    Wealthstream Advisors
    New York, NY
  • 08/2016 → 07/2020
    Carnegie Mellon University
    Pittsburgh, PA
  • 06/2019 → 08/2019
    Charles Schwab
    Phoenix, AZ
  • 06/2018 → 08/2018
    Rainey & Randall Investment Management
    Celebration, FL
  • 03/2026 → Present
    Wealthspire Advisors
    Boca Raton, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-17
  • S65 Uniform Investment Adviser Law Examination
    2024-01-17

View on SEC IAPD

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Other Investors

SANDEEP SHARMA
TABITHA TERESE LETOURNEAU MEYERER
KATHLEEN ANNE GRACE
Helen J Semus
JULIAN RUBINSTEIN
MICHAEL CLARK TROY
JESSE CORDOBA
LORIANNE CORDOBA

Other Offices

SYNTAX RESEARCH, INC. · BOCA RATON, FL
FIDUCIARY FAMILY OFFICE, LLC · BOCA RATON, FL
SEMUS WEALTH PARTNERS, LLC · BOCA RATON, FL
AMERICAN ASSET MANAGEMENT INC. · BOCA RATON, FL
RED REEF ADVISORS LLC · BOCA RATON, FL
NOBLE CAPITAL MANAGEMENT, INC. · BOCA RATON, FL
CHARLES SCHWAB & CO., INC. · Boca Raton, FL
FAIRPORT ADVISORS, INC. · Boca Raton, FL

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