Unclaimed Profile

William George Rapp

CAPITAL SYNERGY PARTNERS, INC.·NEWPORT BEACH, California

SIE, Series 6, Series 7, Series 14, Series 24, Series 51, Series 52TO, Series 53, Series 63, Series 79TO, Series 99TOClean record26 years registeredCAPITAL SYNERGY PARTNERS, INC.

4400 MACARTHUR BLVD., SUITE 850, NEWPORT BEACH, CA 92660CRD# 1003373Firm CRD# 148733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William George Rapp · NEWPORT BEACH, CA

Registration

CRD #1003373 · CAPITAL SYNERGY PARTNERS, INC. · 26 years registered

Brand Profile

Not yet started

Career History

CAPITAL SYNERGY PARTNERS

May 2011 – present

CAPITAL SYNERGY PARTNERS

Jul 2010 – present

RAPP FINANCIAL SERVICES

Feb 2025 – Mar 2026

MISSION VIEJO, CA

FINANCIAL WEST GROUP

Feb 2000 – Nov 2011

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 51

Series 52TO

Series 53

Series 63

Series 79TO

Series 99TO

Registration record

First registered · February 16, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL SYNERGY PARTNERS, INC.

CRD 148733 · SEC 801-117828

AUM

$99M

Regulatory assets under management

Employees

618 client accounts

Services offered by CAPITAL SYNERGY PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL SYNERGY PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does William George Rapp offer?

William George Rapp specializes in Financial Planning, Investment Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are William George Rapp's credentials?

William George Rapp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William George Rapp located?

William George Rapp is based in NEWPORT BEACH, California, working with CAPITAL SYNERGY PARTNERS, INC.. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does William George Rapp charge for services?

William George Rapp's firm is compensated through percentage of aum, hourly charges, subscription fees, other: csp receives third party referral, selection & monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL SYNERGY PARTNERS, INC.?

CAPITAL SYNERGY PARTNERS, INC. has approximately 21 employees and manages $99M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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