Scott B. Rappoport

CHADLER INVESTMENT ADVISORY SOLUTIONS

FAIRFIELD, NJ 07004

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CRD#: 1352073

Professional summary

Scott Brian Rappoport is a registered financial advisor currently at CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC located in Fairfield, New Jersey.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Scott has worked at 9 firms and has passed the Series 6 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BENEFIT SOURCES & SOLUTIONS CHADLER, LLC; NON-INVESTMENT-RELATED BUSINESS; 100 PASSAIC AVENUE, FAIRFIELD, NEW JERSEY 07004; BENEFIT SOURCES & SOLUTIONS CHADLER, LLC IS A REGISTERED INVESTMENT ADVISER THAT ALSO DESIGNS, IMPLEMENTS, AND ADMINISTERS EMPLOYEE BENEFIT PLANS AND MAY SELL INSURANCE PRODUCTS TO THOSE PLANS; CEO, PRESIDENT, CCO, MANAGING MEMBER; MARCH 21, 2013 START DATE; ~6.5 HOURS PER DAY DURING SECURITIES TRADING HOURS ARE DEVOTED TO BENEFIT SOURCES & SOLUTIONS CHADLER, LLC'S NON-INVESTMENT-RELATED ACTIVITIES; DESIGN AND IMPLEMENTATION OF EMPLOYEE BENEFIT PLANS, SUPERVISING OTHERS ENGAGED IN THE DESIGN AND IMPLEMENTATION OF EMPLOYEE BENEFIT PLANS, AND SELLING INSURANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Brian Rappoport's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 8, 2014 - Present

CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

Office #1: 100 Passaic Avenue, Fairfield, NJ 07004

RIA

CRD#: 165763

FAIRFIELD, NJ

Past

January 14, 2002 - October 2, 2014

BENEFIT SOURCES & SOLUTIONS

RIA

CRD#: 118158

FAIRFIELD, NJ

Past

April 5, 2001 - May 17, 2001

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

June 4, 1997 - July 7, 1999

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

December 2, 1992 - January 14, 1997

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

Past

September 7, 1989 - December 21, 1990

CHRIS SECURITIES INC.

CRD#: 4453

Past

December 23, 1988 - June 6, 1989

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

Past

June 6, 1988 - June 10, 1989

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

Past

November 13, 1987 - May 31, 1988

AETNA LIFE INSURANCE AND ANNUITY COMPANY

CRD#: 13256

Past

May 9, 1985 - October 1, 1987

PRUCO SECURITIES, LLC.

CRD#: 5685

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

BENEFIT SOURCES & SOLUTIONS CHADLER LLC | CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

CRD#: 165763 / SEC#: 801-107502

RIA

Registered Investment Advisory firm - (4/1/2016 Approved)

New Jersey

Registered Investment Advisory firm - (4/7/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(9/8/2014)

IAR

Texas
(4/26/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 6

Date: 5/8/1985

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

BENEFIT SOURCES & SOLUTIONS CHADLER LLC | CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

CRD#: 165763 / SEC#: 801-107502

RIA

Registered Investment Advisory firm - (4/1/2016 Approved)

New Jersey

Registered Investment Advisory firm - (4/7/2016 Terminated)

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Contact information

Main Address

100 Passaic Avenue, Fairfield, NJ 07004

Mailing Address

Phone number

(732) 595-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

CHADLER ADV PART 2A BROCHURE (4/11/2025)

Regulatory assets under management

Total Number of Accounts	48
AUM (Assets Under Management)	$ 134,470,095

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Scott B. Rappoport

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Brian Rappoport's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENEFIT SOURCES & SOLUTIONS

NEW ENGLAND SECURITIES

VERAVEST INVESTMENTS, INC.

NATHAN & LEWIS SECURITIES, INC.

CHRIS SECURITIES INC.

AETNA LIFE INSURANCE AND ANNUITY COMPANY

HIMCO DISTRIBUTION SERVICES COMPANY

AETNA LIFE INSURANCE AND ANNUITY COMPANY

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 6

Date: 5/8/1985

Current Firm

CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHADLER INVESTMENT ADVISORY SOLUTIONS, LLC

TRUST BUT VERIFY

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