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Daniel Rappucci
14 Years of Experience
Cincinnati, OH
1 DisclosureBroker
Daniel Rappucci is a registered investment advisor at Touchstone Advisors INC, based in Cincinnati, OH, with 14 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 41 clients with $29B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
76 advisors
IM Fee
Planning only
Assets Under Management
$29.1B
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Location
303 Broadway, Suite 1100, Cincinnati, OH, 45202-4203
Get directionsHistory
Regulatory History (1)
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Criminal
February 2007Final Disposition
Other Business Activities
Daniel is the treasurer for the Beta Omega Alumni Association, spending minimal time on it. He also provides marketing services for Touchstone Securities and runs a small photography business, dedicating a few hours per week to each.
Employment History
Current Registrations
Touchstone Advisors INC
October 2017 - Present · 8 yrs 7 mos
Touchstone Securities, LLCBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Quasar Distributors, LLCBroker
September 2008 - May 2012 · 3 yrs 8 mos
Vanguard Marketing CorporationBroker
September 2007 - August 2008 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.