Unclaimed Profile

Robin Little Russo

KUNTZ LESHER CAPITAL LLC·LANCASTER, Pennsylvania

Series 65Clean record20 years registeredKUNTZ LESHER CAPITAL LLC

1800 FRUITVILLE PIKE, LANCASTER, PA 17601CRD# 5058488Firm CRD# 122693

Profile Verification

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

Identity

Robin Little Russo · LANCASTER, PA

Registration

CRD #5058488 · KUNTZ LESHER CAPITAL LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KUNTZ LESHER CAPITAL LLC

RODGERS & ASSOCIATES

Jan 2013 – Apr 2020

LANCASTER, PA

KUNTZ LESHER CAPITAL LLC

Jan 2006 – Jan 2013

LANCASTER, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 18, 2006

Years registered · 20

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 Robin Little Russo offer?

Robin Little Russo specializes in Financial Planning, Investment Management.

What are Robin Little Russo's credentials?

Robin Little Russo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robin Little Russo located?

Robin Little Russo is based in LANCASTER, Pennsylvania, last registered with KUNTZ LESHER CAPITAL LLC.

How does Robin Little Russo charge for services?

Robin Little Russo'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 KUNTZ LESHER CAPITAL LLC?

KUNTZ LESHER CAPITAL 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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