Unclaimed Profile

Nicholas Alexander Boyer

RKL WEALTH MANAGEMENT LLC·LANCASTER, Pennsylvania

SIE, Series 7, Series 63, Series 66Clean record11 years registeredRKL WEALTH MANAGEMENT LLC

1800 FRUITVILLE PIKE, LANCASTER, PA 17601CRD# 5864038Firm CRD# 122693

Profile Verification

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

Identity

Nicholas Alexander Boyer · LANCASTER, PA

Registration

CRD #5864038 · RKL WEALTH MANAGEMENT LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RKL WEALTH MANAGEMENT LLC

RKL PRIVATE WEALTH

Apr 2016 – Oct 2024

LANCASTER, PA

METLIFE SECURITIES INC.

Feb 2015 – Feb 2016

LANCASTER, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · February 12, 2015

Years registered · 11

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 Nicholas Alexander Boyer offer?

Nicholas Alexander Boyer specializes in Financial Planning, Investment Management.

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, last registered with RKL WEALTH MANAGEMENT LLC.

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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