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Rachael Ciocca

Investment adviser representative at Warner Wealth
11 yearsExperience
1 stateRegistered in
$458.5MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Warner WealthApr 2025 to now
  2. Warner GroupJun 2019 to now
  3. LPL Financial LLCMay 2019 to now
  4. Benefit CosmeticsDec 2015 to May 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (CT).

Warner Wealth

Legal name: Warner Group LLC

$458.5MAssets managed
758Clients
10Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7122170
Firm CRD
334877
Advisor's SEC record (opens in a new tab)
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