SR
ChFC
SR
ChFC

Scott Rappoport

24 Years of Experience
Fairfield, NJ
Sells Insurance

Scott Rappoport is a ChFC-designated registered investment advisor at Chadler Investment Advisory Solutions, LLC, based in Fairfield, NJ, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 48 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$134.5M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

100 Passaic Avenue, Fairfield, NJ, 07004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Scott is the CEO, President, CCO, and Managing Member of Benefit Sources & Solutions Chadler, LLC, a registered investment adviser that also designs and implements employee benefit plans. Scott spends nearly full-time hours on the company's non-investment-related activities, including selling insurance.

Employment History
Current Registrations
Chadler Investment Advisory Solutions, LLC
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
Benefit Sources & Solutions
January 2002 - October 2014 · 12 yrs 9 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Scott Rappoport - Financial Advisor | TrueAdvisor