Daniel
Rappa

Pruco Securities, LLC

CRD#6603943
Investment Advisor
in Newark, DE

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About this Advisor

Daniel Rappa is a financial advisor based in Newark, Delaware, working with Pruco Securities, LLC. Daniel has previously held positions at Minnesota Life, Securian Financial Services Inc, Diamond State Financial Services Inc, Kennett Square Golf & Country Club, Standard Distributing Company, Penn Mutual Life Insurance Co, Hornor Townsend & Kent Inc, Prudential Insurance Company Of America, Pruco Securities, LLC, Prudential Investment Management Services LLC, Pgim Investments, Pruco Securities LLC, Visionworks, and The Prudential Insurance Company Of America. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware. Currently, Daniel is part of Pruco Securities, LLC, which operates out of Newark, Delaware. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

121 Continental Drive Suite 109
Newark, DE 19713

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

DE Average: $10,121,009,343
Total Number of Employees

2,700

DE Average: 92
Total Number of Accounts

113,575

DE Average: 6,978
Average Account Size

$144,211

DE Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Daniel Rappa Work History

2024 - Present (0 year)

Pruco Securities LLC

2024 - Present (0 year)

The Prudential Insurance Company Of America

2023 - Present (1 year)

Visionworks

2016 - Present (8 years)

Penn Mutual Life Insurance Co

2022 - 2022 (< 1 year)

Prudential Investment Management Services LLC

2022 - 2022 (< 1 year)

Pgim Investments

2018 - 2022 (4 years)

Prudential Insurance Company Of America

2018 - 2022 (4 years)

Pruco Securities, LLC

2016 - 2016 (< 1 year)

Minnesota Life

2016 - 2016 (< 1 year)

Securian Financial Services Inc

2016 - 2016 (< 1 year)

Diamond State Financial Services Inc

2016 - 2018 (2 years)

Hornor Townsend & Kent Inc

2014 - 2014 (< 1 year)

Kennett Square Golf & Country Club

2014 - 2016 (2 years)

Standard Distributing Company

Disclosures

Please visit the SEC profile of Daniel Rappa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prudential Financial Planning Services

Charles Vietzen
Downers Grove, IL
Sudeshna Kapoor
Basking Ridge, NJ
John Morrison
Franklin, TN
Angela Kawai Chan
Marlborough, MA
Benjamin White
Wilmington, DE
Adam Schopp
Camp Hill, PA
Jacob Logan
Charlotte, NC
David Lizarraga-Ponce
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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