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Ira Gene Rapaport

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC·WELLESLEY, Massachusetts
Clean record24 years registeredNEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
36 WASHINGTON STREET, SUITE 280, WELLESLEY, MA 02481-1922CRD# 3218098Firm CRD# 133790

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ira Gene Rapaport · WELLESLEY, MA
Registration
CRD #3218098 · NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
Jul 2007 – present
RINET COMPANY, LLC
Apr 2002 – Nov 2009
BOSTON, MA
02

Registrations & Exams

Registration record
First registered · April 11, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
CRD 133790 · SEC 801-63830
AUM
$2.7B
Regulatory assets under management
Employees
18
2,742 client accounts
Services offered by NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Ira Gene Rapaport offer?
Ira Gene Rapaport specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Ira Gene Rapaport's credentials?
Ira Gene Rapaport is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ira Gene Rapaport located?
Ira Gene Rapaport is based in WELLESLEY, Massachusetts, working with NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Ira Gene Rapaport charge for services?
Ira Gene Rapaport's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC?
NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC has approximately 18 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

Melissa Griffin Boccaci
WELLESLEY, MA
Jennifer K Votano
WELLESLEY, MA

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Research
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