Unclaimed Profile

Laurie Michele Peer

RKL WEALTH MANAGEMENT LLC·LANCASTER, Pennsylvania

Series 7, Series 66Clean record25 years registeredRKL WEALTH MANAGEMENT LLC

1800 FRUITVILLE PIKE, LANCASTER, PA 17601CRD# 4239738Firm CRD# 122693

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Laurie Michele Peer · LANCASTER, PA

Registration

CRD #4239738 · RKL WEALTH MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

RKL PRIVATE WEALTH

Jan 2016 – present

STERLING FINANCIAL ADVISORS, LLC

Jan 2007 – Feb 2016

WYOMISSING, PA

STERLING FINANCIAL ADVISORS, LLC

Apr 2002 – May 2004

WYOMISSING, PA

WALNUT STREET ADVISERS INC

Jan 2001 – Jul 2003

WYOMISSING, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 19, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RKL WEALTH MANAGEMENT LLC

CRD 122693 · SEC 801-66968

AUM

$1.8B

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Laurie Michele Peer offer?

Laurie Michele Peer specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.

What are Laurie Michele Peer's credentials?

Laurie Michele Peer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Laurie Michele Peer located?

Laurie Michele Peer 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 Laurie Michele Peer charge for services?

Laurie Michele Peer'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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