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Daniel Scott Rappucci

Touchstone Advisors Inc.

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About Daniel Scott Rappucci

Daniel Rappucci is a registered investment advisor representative with Touchstone Advisors Inc. Daniel has been in the financial services industry since 2007. Daniel currently holds Series 6, 7, 63, 65, and SIE licenses. Daniel is registered to provide investment advisory services in 53 states and the District of Columbia. Daniel has prior experience working at QUASAR DISTRIBUTORS, LLC and VANGUARD MARKETING CORPORATION.

Firm Information

Daniel Rappucci is currently registered with Touchstone Advisors Inc.. Touchstone Advisors Inc. is an investment advisor headquartered in CINCINNATI, OH. They primarily serve investment companies and have 39 clients with $26,738,929,617 in regulatory assets under management. Their advisory services include selection of other advisors and portfolio management for investment companies.
Touchstone Advisors Inc.

303 BROADWAY

CINCINNATI, OH 45202-4203

$26.74B

Assets Under Management

Not reported

Total Clients

64

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Rappucci’s Registration & Firm History

OH

10/19/2017 - Present

Touchstone Advisors Inc. (CINCINNATI OH)

ME

09/12/2008 - 05/07/2012

QUASAR DISTRIBUTORS, LLC (PORTLAND ME)

PA

09/07/2007 - 08/13/2008

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

IA

Issued 01/12/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/04/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/17/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/29/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Scott Rappucci. Review regulatory record here.
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