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Evan Wayne Rapp

Ingalls & Snyder, LLC

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About Evan Wayne Rapp

Evan Wayne Rapp is a financial professional with a Series 7TO, Series 24, Series 66, and SIE. Evan is registered with the state of New Jersey and New York. He is currently employed by Ingalls & Snyder, LLC where he has been employed since September 26, 2022. The firm specializes in providing advisory services to individuals, businesses, and institutions. Evan is a licensed investment advisor and holds a principal license with the firm. The firm has offices in New York, New York.

Firm Information

Evan Rapp is currently registered with Ingalls & Snyder, LLC. Ingalls & Snyder, LLC, is a Limited Liability Company that has been approved since January 2, 1996. The firm's main office is located in NEW YORK, NY. The firm offers a range of advisory services, including financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. The firm has approximately $6,897,915,721 in regulatory assets under management, with 4,189 total accounts. The firm serves a variety of clients including high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
Ingalls & Snyder, LLC

1 ROCKEFELLER PLAZA

NEW YORK, NY 10020

$6.90B

Assets Under Management

1

Total Clients

45

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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please see "miscellaneous" on schedule d.

Please see "miscellaneous" on schedule d.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Evan Rapp’s Registration & Firm History

NY

09/26/2022 - Present

Ingalls & Snyder, LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 10/03/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/22/2023

Series 24 - General Securities Principal Examination

BC

Issued 09/26/2022

Series 7TO - General Securities Representative Examination

BC

Issued 04/08/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for Evan Wayne Rapp.
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