Rachel Robasciotti is a registered investment advisor at Adasina Social Capital, based in Berkeley, CA, with 23 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 4 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Adasina Social Capital manages investment portfolios, but the brochure does not specify the fees charged for this service. Therefore, I am unable to provide a summary of investment management fees.
Location
Berkeley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rachel is a board member for Philipson Business Properties, Tara Health Foundation, and One Fair Wage, and an advisor for the Just Economy Institute. She also serves as a Director and Board Member for the Freedom Economy Business Association, dedicating a few hours per week, and as a Council Member for the Robert Wood Johnson Foundation Truth, Repair, Transformation Wisdom Council.
Employment History
Current Registrations
Adasina Social Capital
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Metlife Securities INC.
State Registrations3 states
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