Daniel Rappucci, financial advisor Cincinnati OH

Daniel Rappucci

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Daniel S. Rappucci
Phone Number: 513-362-8000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    34,632
    MILLIONS
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $961,999,570
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH

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