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Rachael Catherine Grattan

Team Hewins, LLC

Boca Raton, FL

Foster City, CA

CRD 6722198

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Employer firm

Team Hewins, LLC CRD 291194

$3.97B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Team Hewins, Llc

950 Tower Lane Suite 1050, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-06-04
  • FL RA
    APPROVED
    Since 2018-06-04

Branch Locations

2255 Glades Road Suite 210-E, Boca Raton, FL 33431 • United States

950 Tower Lane Suite 1050, Foster City, CA 94404 • 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
Adam Financial Associates, Inc. Boca Raton FL 02/2013 02/2018
Hewins Financial Advisors, Llc Boca Raton FL 02/2018 06/2018
Team Hewins, Llc Boca Raton FL 05/2018 12/2018
Team Hewins Boca Raton FL 01/2019 Present
  • 02/2013 → 02/2018
    Adam Financial Associates, Inc.
    Boca Raton, FL
  • 02/2018 → 06/2018
    Hewins Financial Advisors, Llc
    Boca Raton, FL
  • 05/2018 → 12/2018
    Team Hewins, Llc
    Boca Raton, FL
  • 01/2019 → Present
    Team Hewins
    Boca Raton, FL
Previous Registrations
  • 2018-03-15 → 2018-06-01
    Wipfli Financial Advisors, Llc
    Boca Raton, FL
    Milwaukee, WI
  • 2016-12-05 → 2018-02-17
    Adam Financial Associates Inc
    Boca Raton, FL
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

SUN CAPITAL ADVISORS, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC

Nearby Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS

Nearby Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL

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