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Brandon K Adams

Rkl Private Wealth

Lancaster, PA

CRD 5372026

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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:

Current Employers
Rkl Private Wealth

1800 Fruitville Pike, Lancaster, PA 17601 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-12-07
  • PA RA
    APPROVED
    Since 2016-12-07

Branch Locations

1800 Fruitville Pike, Lancaster, PA 17601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ambassador Advisors, Llc Lancaster PA 01/2012 11/2016
Rkl Wealth Management Llc Lancaster PA 11/2016 10/2018
Rkl Wealth Management Llc Lancaster PA 10/2018 Present
  • 01/2012 → 11/2016
    Ambassador Advisors, Llc
    Lancaster, PA
  • 11/2016 → 10/2018
    Rkl Wealth Management Llc
    Lancaster, PA
  • 10/2018 → Present
    Rkl Wealth Management Llc
    Lancaster, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-06-15
  • S66 Uniform Combined State Law Examination
    2012-06-15
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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