DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Thomas Rachelski
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Mar 31, 2025
In the industry
18 y
since Apr 22, 2008 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Strategic Advisers LLC national BD currentsince Mar 31, 2025 · Oakland, Nj
- Fidelity Personal And Workplace Advisors formerJul 14, 2023 to Mar 31, 2025 · Paramus, Nj
- Brookstone Capital Management LLC independent RIAApr 11, 2022 to May 17, 2023 · Wheaton, Il
- Sonnet Financial Technologies LLC unclassifiedJan 4, 2021 to May 17, 2023 · Lodi, Nj
- Pnc Wealth Management BD affiliatedJun 30, 2017 to Dec 6, 2018 · Bridgewater, Nj
- Strategic Advisers LLC national BDMar 6, 2013 to May 17, 2017 · Wayne, Nj
- UBS Financial Services Inc. wirehouseApr 23, 2008 to Mar 13, 2012 · Weehawken, Nj
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Brookstone Capital Management LLC to Fidelity Personal And Workplace Advisorsleft May 17, 2023, registered Jul 14, 2023 (58 days) · RIA to affiliated broker-dealer or bank
- Sonnet Financial Technologies LLC to Brookstone Capital Management LLCleft May 17, 2023, registered Apr 11, 2022 (-401 days) · Other
- Pnc Wealth Management to Sonnet Financial Technologies LLCleft Dec 6, 2018, registered Jan 4, 2021 (760 days) · Other
- Strategic Advisers LLC to Pnc Wealth Managementleft May 17, 2017, registered Jun 30, 2017 (44 days) · Other
- UBS Financial Services Inc. to Strategic Advisers LLCleft Mar 13, 2012, registered Mar 6, 2013 (358 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Thomas Rachelski left Brookstone Capital Management Llc for Fidelity Personal And Workplace Advisors (registered 2023-07-14)May 17, 2023 · Advisor changed firm · fact
- Thomas Rachelski left Sonnet Financial Technologies Llc for Brookstone Capital Management Llc (registered 2022-04-11)May 17, 2023 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- National broker-dealer RIAderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address