Nicholas
Boyer
Rkl Private Wealth
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About this Advisor
Nicholas Boyer is a financial advisor working in Lancaster, Pennsylvania, with a total of 7 years of relevant experience. Boyer is an employee of Rkl Private Wealth. The advisor has gained experience at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Sageworth Trust Company, Northwestern Mutual Wealth Management Company, Metlife Securities and Rkl Wealth Management. Boyer holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can work in Pennsylvania and Texas. Rkl Private Wealth is an advisory company that has its headquarters in Lancaster, PA. It has offices in six locations and a total of 33 financial advisors. It has $1 billion in total assets between its 1,074 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 11 charities and foundations. Of its 1,074 accounts, 32% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Rkl Private Wealth provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on the financial services. However, fees billed by Rkl Private Wealth likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rkl Private Wealth Brokerage Details
$1,431,852,377
33
1,074
$1,333,196
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Nicholas Boyer Work History
Nicholas has been registered as a financial advisor for 7 years.*
Rkl Wealth Management
Metlife Securities
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Sageworth Trust Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Boyer 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 Rkl Private Wealth
Lancaster, PA
Reading, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
Lancaster, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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