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Rachael Elise Wimberly

Perella Weinberg Partners LP

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About Rachael Elise Wimberly

Rachael Elise Wimberly is a financial professional with experience in the securities industry. Rachael Wimberly holds the Series 27, Series 99TO and SIE licenses. Rachael Wimberly is currently registered with Perella Weinberg Partners LP and previously worked at Tudor, Pickering, Holt & Co. Securities, LLC.

Firm Information

Rachael Wimberly is currently registered with Perella Weinberg Partners LP. Perella Weinberg Partners LP is an investment banking firm established in 2005. They offer a wide range of advisory services, including mergers and acquisitions, restructuring, and capital raising. The firm is registered with the Securities and Exchange Commission (SEC) and is licensed to conduct business in all 50 states and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

255

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Rachael Wimberly’s Registration & Firm History

TX

02/12/2019 - Present

Perella Weinberg Partners LP (Houston TX)

TX

10/13/2017 - 01/20/2021

TUDOR PICKERING HOLT & CO ADVISORS LP (HOUSTON TX)

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Licenses & Designations

BC

Issued 10/13/2017

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachael Elise Wimberly.
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