Cory Rappaport (CRD# 7014321) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Strategic Wealth Partners | Deerfield, IL | Mar 2019 - Current | 5 |
Morgan Stanley Private Bank, N.a. | New York, NY | Feb 2019 - Mar 2019 | < 1 |
Morgan Stanley | Chicago, IL | Nov 2018 - Mar 2019 | < 1 |
Rsm Us LLP | Chicago, IL | Oct 2016 - Oct 2018 | 2 |
Unemployed | Buffalo Grove, IL | May 2016 - Oct 2016 | < 1 |
College Student | Madison, WI | Sep 2011 - May 2016 | 4 |
Rsm Us LLP | Chicago, IL | Jan 2015 - Mar 2015 | < 1 |
Catering A Fresco | Madison, WI | Jan 2012 - Sep 2014 | 2 |
Addus Homecare, Inc. | Downers Grove, IL | Jan 2012 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- IL
-
Total Assets Under Management3,483MILLIONS
-
Total Number of Accounts6,045ACCOUNTS
-
Average Account Value$576,219
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, TX, VA, WI
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