Rachael Schweiger has been an investment adviser representative at Pinnacle Wealth Advisors since February 2024, and is not listed among the firm’s executive officers or direct owners.
Pinnacle Wealth Advisors, LLC is a Clackamas, OR firm with $550M under management, 832 clients and 14 advisers across 6 offices, as of its July 2026 filing.
Rachael Schweiger’s longest registration was 7 years at Security First Advisors (2017–2025). Before joining Pinnacle Wealth Advisors in 2024, Rachael Schweiger was registered through Security First Advisors.
- Pinnacle Wealth AdvisorsCurrent– present · 2 yearsPortland, OR · Adviser representative · Firm CRD 117517
- Security First Advisors– · 7 yearsPortland, OR · Adviser representative · Firm CRD 117502
Investment adviser representative registrations
Rachael Schweiger is registered as an investment adviser representative in 2 states. The first approvals date from February 2024; the most recent is Texas, in December 2024.
- OregonSince 7 February 2024
- TexasSince 3 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 August 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Rachael Lynn Schweiger
- CRD
- 6785880
- Firm
- Pinnacle Wealth Advisors · CRD 117517
- Office
- 12703 SW 67th Avenue, Portland, OR 97223
- Registration
- Investment adviser registration
- In the industry since
- August 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Rachael Schweiger work?
Rachael Schweiger is an investment adviser representative registered through Pinnacle Wealth Advisors, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Rachael Schweiger a financial advisor?
Yes. Rachael Schweiger has a current investment-adviser registration in Oregon and Texas, through Pinnacle Wealth Advisors since February 2024.
How many years of experience does Rachael Schweiger have?
Rachael Schweiger has 9 years in the financial industry, since August 2017, across 2 adviser firms.
What exams has Rachael Schweiger passed?
Rachael Schweiger passed the Series 65 in August 2017.
Where is Rachael Schweiger based?
Rachael Schweiger’s registered office is in Portland, OR.
Is Rachael Schweiger registered with FINRA?
No. Rachael Schweiger has no current broker registration.
How can I verify Rachael Schweiger’s record?
Search CRD 6785880 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rachael Schweiger’s full registration record.
