Adam
Sclafani

Rodgers & Associates

CRD#6942569
Investment Advisor
in Lancaster, PA

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About this Advisor

Adam Sclafani is a financial advisor based in Lancaster, Pennsylvania, working with Rodgers & Associates. Adam has previously held positions at Rodgers & Associates, Temple University, Pathway Financial, Lancaster Country Club, Mr. Hotshine, and Harrisburg Area Cc. Adam is registered to provide services in Pennsylvania and Texas. Currently, Adam is part of Rodgers & Associates, which operates out of Lancaster, Pennsylvania. The firm has 20 employees and manages assets totaling $1.3 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Rodgers & Associates includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2025 Lititz Pike
Lancaster, PA 17601

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Rodgers & Associates Brokerage Details

Total Assets Under Management

$1,341,661,104

PA Average: $15,833,994,310
Total Number of Employees

20

PA Average: 41
Total Number of Accounts

3,366

PA Average: 3,342
Average Account Size

$398,592

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Adam Sclafani Work History

2021 - Present (3 years)

Rodgers & Associates

2019 - 2021 (2 years)

Rodgers & Associates

2018 - 2019 (1 year)

Temple University

2018 - 2018 (< 1 year)

Pathway Financial

2017 - 2019 (2 years)

Temple University

2015 - 2017 (2 years)

Lancaster Country Club

2014 - 2014 (< 1 year)

Mr. Hotshine

2014 - 2016 (2 years)

Harrisburg Area Cc

Disclosures

Please visit the SEC profile of Adam Sclafani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rodgers & Associates

Adam Sclafani
Lancaster, PA
Jeremie Patrick
Lancaster, PA
Christopher Hershey
Lancaster, PA
Brittany Luttrell
Lancaster, PA
Michael Lenick
Lancaster, PA
Ashley Duff
Lancaster, PA
Jared Clarkin Wilcox
Lancaster, PA
Erika Eckman
Lancaster, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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