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H Rappaport

36 Years of Experience
Radnor, PA
3 DisclosuresBrokerSells Insurance

H Rappaport is a registered investment advisor, based in Radnor, PA, with 36 years of industry experience.

Location

150 N Radnor Chester Road, Suite F-200, Radnor, PA, 19087

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2014
Customer Dispute
March 2014
Denied
Judgment / Lien
June 2012
Other Business ActivitiesSells Insurance

H. is the 100% owner/president of Rappaport Wealth Management and an advisor for International Assets Investment Management LLC, dedicating nearly full-time and about half their time respectively. H. also provides radio and TV commentary, is an author, and is self-employed in insurance sales.

Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
March 2025 - Present · 1 yr 2 mos
Kingswood Capital Partners, LLCBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
International Assets Investment Management, LLC
January 2016 - April 2025 · 9 yrs 3 mos
International Assets Investment Management, LLC
November 2014 - December 2015 · 1 yr 1 mo
International Assets Advisory, LLCBroker
November 2014 - April 2025 · 10 yrs 5 mos
Wells Fargo Advisors, LLC
June 2009 - November 2014 · 5 yrs 5 mos
Wells Fargo Advisors, LLCBroker
May 2009 - November 2014 · 5 yrs 6 mos
Janney Montgomery Scott LLC
March 2006 - June 2009 · 3 yrs 3 mos
Janney Montgomery Scott LLCBroker
November 2002 - June 2009 · 6 yrs 7 mos
Salomon Smith Barney INC.Broker
December 1996 - December 2002 · 6 yrs
Prudential Securities IncorporatedBroker
May 1989 - December 1996 · 7 yrs 7 mos
Drexel Burnham Lambert IncorporatedBroker
April 1989 - June 1989 · 2 mos
State Registrations8 states
CAFLNCNJNYPATXVA
AdvisorBrokerBoth

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.
H Rappaport - Financial Advisor | TrueAdvisor