Andre
Rapoport

Ibex Wealth Advisors, LLC

CRD#7512871
Investment Advisor
in Bedminster, NJ

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About this Advisor

Andre Rapoport is a financial advisor operating out of Bedminster, New Jersey who has 1 year of relevant experience. Rapoport is currently employed by Ibex Wealth Advisors, LLC. During their career, the advisor has held roles at Ibex Wealth Advisors, Crosscountry Mortgage, LLC, Ramapo College Of New Jersey, 42 Growth Strategies, Jersey Mike'S Subs, Anthony'S Coal Fired Pizza and Livingston Nj Public Schools. Rapoport has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Ibex Wealth Advisors, LLC is a firm operating out of Bedminster, NJ. It has a total of nine people on staff. It controls $555 million in assets under management between its 976 customer accounts, making it one of the bigger firms in the country by assets under management. Of its 976 accounts, 55% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Ibex Wealth Advisors, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fees largely depend on which services the firm provides the client. However, fees billed by Ibex Wealth Advisors, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

135 Us Highway 202 206 Suite 4
Bedminster, NJ 07921

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Ibex Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$554,768,320

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

9

NJ Average: 92
Total Number of Accounts

976

NJ Average: 6,978
Average Account Size

$568,410

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Andre Rapoport Work History

Andre has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ibex Wealth Advisors

2019 - Present (5 years)

Ramapo College Of New Jersey

2021 - 2021 (< 1 year)

Crosscountry Mortgage, LLC

2020 - 2021 (1 year)

42 Growth Strategies

2018 - 2019 (1 year)

Jersey Mike'S Subs

2017 - 2017 (< 1 year)

Anthony'S Coal Fired Pizza

2011 - 2019 (8 years)

Livingston Nj Public Schools

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andre Rapoport 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 Ibex Wealth Advisors, LLC

Melinda Gaertner
Bedminster, NJ
Andre Rapoport
Bedminster, NJ
Denise Anderson
Bedminster, NJ
James Varaklis
Bedminster, NJ
Glenn Stephenson
Bedminster, NJ
Philip Rongo
Bedminster, NJ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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