Unclaimed Profile

David Michael Rappaport

RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC·SKOKIE, Illinois

Series 3, Series 7, Series 63, Series 65Clean record29 years registeredRAPPAPORT REICHES CAPITAL MANAGEMENT, LLC

5202 OLD ORCHARD ROAD, SKOKIE, IL 60077CRD# 2094859Firm CRD# 137021

Profile Verification

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

Identity

David Michael Rappaport · SKOKIE, IL

Registration

CRD #2094859 · RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC · 29 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Aug 2025 – present

RAPPAPORT REICHES CAPITAL MANAGEMENT,

Sep 2005 – Jul 2025

Skokie, IL

ALLIANCE CAPITAL MANAGEMENT L P

Jul 1997 – Aug 2005

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC

CRD 137021 · SEC 801-67542

AUM

$928M

Regulatory assets under management

Employees

1,679 client accounts

Services offered by RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does David Michael Rappaport offer?

David Michael Rappaport specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SKOKIE, Illinois for a consultation.

What are David Michael Rappaport's credentials?

David Michael Rappaport is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Michael Rappaport located?

David Michael Rappaport is based in SKOKIE, Illinois, working with RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC. Their office serves clients in the SKOKIE metropolitan area and surrounding communities.

How does David Michael Rappaport charge for services?

David Michael Rappaport's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC?

RAPPAPORT REICHES CAPITAL MANAGEMENT, LLC has approximately 13 employees and manages $928M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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