Unclaimed Profile

Sarah Young Fisher

RKL WEALTH MANAGEMENT LLC·LANCASTER, Pennsylvania

Series 7, Series 63Clean record23 years registeredRKL WEALTH MANAGEMENT LLC

1800 FRUITVILLE PIKE, LANCASTER, PA 17601CRD# 2192749Firm CRD# 122693

Profile Verification

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

Identity

Sarah Young Fisher · LANCASTER, PA

Registration

CRD #2192749 · RKL WEALTH MANAGEMENT LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RKL WEALTH MANAGEMENT LLC

RKL PRIVATE WEALTH

Jan 2005 – Mar 2024

LANCASTER, PA

FISHER ADVISERS, INC.

Jan 2003 – Dec 2005

LANCASTER, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 2, 2003

Years registered · 23

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 Sarah Young Fisher offer?

Sarah Young Fisher specializes in Financial Planning, Investment Management.

What are Sarah Young Fisher's credentials?

Sarah Young Fisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sarah Young Fisher located?

Sarah Young Fisher is based in LANCASTER, Pennsylvania, last registered with RKL WEALTH MANAGEMENT LLC.

How does Sarah Young Fisher charge for services?

Sarah Young Fisher'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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