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Rachel Stam

River Wealth Advisors LLC

Camp Hill, PA

CRD 7062154

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Employer firm

River Wealth Advisors LLC CRD 173767

$1.47B regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
River Wealth Advisors Llc

100 Corporate Center Drive Suite 102, Camp Hill, PA 17011 • United States

Current Registrations

AuthorityCategoryStatusDate
WY RA APPROVED_RES 2019-01-14
  • WY RA
    APPROVED_RES
    Since 2019-01-14

Branch Locations

100 Corporate Center Drive Suite 102, Camp Hill, PA 17011 • 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
Stam & Associates Cpas Jackson WY 10/2011 Present
  • 10/2011 → Present
    Stam & Associates Cpas
    Jackson, WY
Other Businesses

Stam & Associates, CPAs not investment related 235 E. Broadway Jackson, WY 83001 Public accounting Owner/CPA 10/2011 160 hours all hours tax preparation

View on SEC IAPD

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Nearby Offices

KELLER FINANCIAL GROUP · CAMP HILL, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Camp Hill, PA
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