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Shari Lynn Reiches

Rappaport Reiches Capital Management,

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About Shari Lynn Reiches

Shari Reiches has been in the financial services industry since 1996. Currently, Shari is registered with Rappaport Reiches Capital Management, LLC and has been since 2005. Shari has experience in various aspects of the financial services industry, including Portfolio Management for Individuals, Portfolio Management for Businesses and Financial Planning. Shari holds Series 6, 7, 31, 63 and 65 securities licenses. Previously, Shari was registered with SANFORD C. BERNSTEIN & CO., LLC, SANFORD C. BERNSTEIN & CO., INC. and FIRSTAR INVESTMENT SERVICES, INC.

Firm Information

Shari Reiches is currently registered with Rappaport Reiches Capital Management, . Rappaport Reiches Capital Management, is an investment advisor located in Skokie, Illinois. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $928 million in assets for 1,679 accounts.
Rappaport Reiches Capital Management,

5202 OLD ORCHARD ROAD

SKOKIE, IL 60077

$928.30M

Assets Under Management

Not reported

Total Clients

11

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Shari Reiches’s Registration & Firm History

IL

09/20/2005 - Present

Rappaport Reiches Capital Management, (Chicago IL)

NY

12/07/2000 - 08/25/2005

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NY

04/29/1999 - 12/07/2000

SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)

NJ

11/29/1996 - 12/31/1998

FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)

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Licenses & Designations

IA

Issued 04/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/06/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/28/1999

Series 7 - General Securities Representative Examination

BC

Issued 03/24/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 11/27/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shari Lynn Reiches.
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