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Nicholas Alexander Boyer

RKL WEALTH MANAGEMENT LLC·LANCASTER, Pennsylvania
Unclaimed Profile
1800 FRUITVILLE PIKE, LANCASTER, PA 17601CRD# 5864038Firm CRD# 122693
01

About

Nicholas Alexander Boyer is a registered financial advisor based in LANCASTER, Pennsylvania, affiliated with RKL WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RKL WEALTH MANAGEMENT LLC
RKL PRIVATE WEALTH
AUM
$1.8B
Regulatory assets under management
Employees
35
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5864038
Firm CRD# 122693
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Nicholas Alexander Boyer offer?
Nicholas Alexander Boyer specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.
What are Nicholas Alexander Boyer's credentials?
Nicholas Alexander Boyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Alexander Boyer located?
Nicholas Alexander Boyer 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 Nicholas Alexander Boyer charge for services?
Nicholas Alexander Boyer'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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