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Edward William Monborne

RKL WEALTH MANAGEMENT LLC·LANCASTER, Pennsylvania
Series 65Clean record26 years registeredRKL WEALTH MANAGEMENT LLC
1800 FRUITVILLE PIKE, LANCASTER, PA 17601CRD# 4587333Firm CRD# 122693

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward William Monborne · LANCASTER, PA
Registration
CRD #4587333 · RKL WEALTH MANAGEMENT LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

RKL PRIVATE WEALTH
Feb 2000 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 23, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RKL WEALTH MANAGEMENT LLC
CRD 122693 · SEC 801-66968
AUM
$1.8B
Regulatory assets under management
Employees
35
1,095 client accounts
Services offered by RKL WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RKL WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Edward William Monborne offer?
Edward William Monborne specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Edward William Monborne's credentials?
Edward William Monborne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward William Monborne located?
Edward William Monborne is based in LANCASTER, Pennsylvania, working with RKL WEALTH MANAGEMENT LLC. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.
How does Edward William Monborne charge for services?
Edward William Monborne's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RKL WEALTH MANAGEMENT LLC?
RKL WEALTH MANAGEMENT LLC has approximately 35 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RKL WEALTH MANAGEMENT LLC

Sarah Young Fisher
LANCASTER, PA
Nicholas Alexander Boyer
LANCASTER, PA
Robin Little Russo
LANCASTER, PA
Laurie Michele Peer
LANCASTER, PA

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