David Michael Morais

Employer firm

Rkl Private Wealth CRD 122693

$2.51B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → Present
  Rkl Wealth Management Llc
  York, PA
• 06/2010 → 07/2018
  Wilmington Trust Wealth Advisory
  York, PA

Previous Registrations

• 2004-07-09 → 2018-09-06
  M&T Securities, Inc.
  Mt. Airy, MD
  York, PA
  York, PA
  Stewartstown, PA
  York, PA
  Shrewsbury, PA
  Etters, PA
  Fawn Grove, PA
  York, PA
  Manchester, PA
  Dover, PA
  Delta, PA
  Red Lion, PA
  Red Lion, PA
  York, PA
  York, PA
  York, PA
  York, PA
  York, PA
  York, PA
  Lancaster, PA
  Baltimore, MD
  York, PA
  York, PA
  Baltimore, MD
  Baltimore, MD
  Baltimore, MD
  Catonsville, MD
  Buffalo, NY
  Hampstead, MD
  Westminster, MD
  Sykesville, MD
  Wrightsville, PA
  Hanover, PA
  Hanover, PA
  Baltimore, MD
• 2001-01-10 → 2002-08-26
  Waddell & Reed
  Owings Mills, MD

Other Businesses

1. Member of the Investment Committee, Rotary Club of York (PA)

Exams

• S66 Uniform Combined State Law Examination
  2000-12-14

Designations

• Certified Financial Planner

Other Names

• David M Morais