Rappaport Wealth Management

CONNECT

Address:

150 Radnor Chester Road Suite F 200
Radnor, PA 19087

Phone:

1-610-293-8005

Fax/Other:

1-610-977-0043

Are My Assets Insured?

As part of out effort to provide you quality service, out broker dealer has an agreement with National Financial Services, LLC, A Fidelity Company, in which NFS provides trade execution, clearing and other related services for your brokerage account. 

Fidelity is one of the worlds largest providers of financial services with assets approaching $5 trillion. 

Both NFS LLC and our broker-dealer are members of the Securities Investor Protection Coorporation (SIPC) To cover assets such as yours, the SIPC fund is supported by $1 billion line of credit with a bank consortium in additonal to borrow up to $1 biilion from the US treasury. 

Securites in accounts carried by NFS LLC are protected in accordance with the SIPC up to $500,000 (including cash claims limited to $250,000. for more information visits www.sipc.org.

In addition, NFS LLC provides brokerage accounts additional "excess of SIPC" coverage from Lloyds of London, together with other insurers. The total aggreagate excess coverage is $1 billion with $1.9 million on coverage of cash. 

For more information, visit National Financial for ther complete policy coverage.