Theodore Rupp (CRD# 4218857) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 22 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Kovitz Investment Group Partners, LLC | Chicago, IL | Jan 2016 - Current | 8 |
Kovitz Securities, LLC | Chicago, IL | Sep 2003 - Current | 20 |
Kovitz Investment Group, LLC | Chicago, IL | Sep 2003 - Dec 2015 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2001 |
S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
- IL
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Total Assets Under Management11,291MILLIONS
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Total Number of Accounts11,848ACCOUNTS
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Average Account Value$952,967
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI
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