Daniel RappucciCRD Number: 5398000
Current Firm: Touchstone Advisors Inc.
Daniel Rappucci (CRD# 5398000) is an Investment Advisor Representative working at Touchstone Advisors Inc. in Cincinnati, OH and has over 6 years of experience in the finance industry.
Prudential Financial Planning Services
U.s. Bancorp Investments, Inc.
Renaissance Investment Management
|Touchstone Securities||Cincinnati, OH||Mar 2016 - Current||6|
|Quaker Funds||Malvern, PA||Aug 2008 - Feb 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2016|
|S65||NASAA Investment Advisors Law Examination||Jan 2018|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management34,632MILLIONS
Total Number of Accounts36ACCOUNTS
Average Account Value$961,999,570
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
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