Rachel Jacobs Antonaccio has been Managing Director, Head of Client Solutions of Amg Funds since April 2023, is a control person of the firm and directly owns under 5% of it.
Amg Funds LLC is a Stamford, CT firm with $18.3B under management, 5 clients and 3 advisers across 2 offices, as of its March 2026 filing.
- Lord, Abbett & Co. LLC– · 3 yearsJersey City, NJ · Adviser representative · Firm CRD 110391
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 82TO | Limited Representative-Private Securities Offerings | 26 April 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 25 March 2016 |
| Series 66 | Uniform Combined State Law Examination | 9 May 2002 |
| Series 7 | General Securities Representative Examination | 8 April 2002 |
- Name
- Limited Representative-Private Securities Offerings
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Rachel Elizabeth Jacobs Antonaccio
- CRD
- 3189490
- Firm
- Amg Funds · CRD 153456
- Role
- Managing Director, Head of Client Solutions
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Rachel Jacobs Antonaccio work?
Rachel Jacobs Antonaccio has been Managing Director, Head of Client Solutions of Amg Funds LLC since April 2023, and is a control person of the firm.
Does Rachel Jacobs Antonaccio have a current investment-adviser registration?
Rachel Jacobs Antonaccio has a current broker registration and no current investment-adviser registration.
What exams has Rachel Jacobs Antonaccio passed?
Rachel Jacobs Antonaccio has passed 4 licensing exams: the Series 7, Series 66, Series 24 and Series 82TO. The earliest, the Series 7, was passed in April 2002. FINRA credited Rachel Jacobs Antonaccio with the SIE, which began in October 2018.
Where was Rachel Jacobs Antonaccio previously registered as an investment adviser?
Rachel Jacobs Antonaccio has past investment-adviser registrations through Lord, Abbett & Co. LLC, July 2002 to November 2005, across 1 firm.
Is Rachel Jacobs Antonaccio registered with FINRA?
Yes. Rachel Jacobs Antonaccio has a current broker registration, under CRD 3189490.
Source: FINRA BrokerCheck
How can I verify Rachel Jacobs Antonaccio’s record?
Search CRD 3189490 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Rachel Jacobs Antonaccio’s full registration record.
