HS
CFP
HS
CFP

Haley Marie Schwartz

13 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,088 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$2.1B

Fee Structure

Minimum Annual Fee:$20,000
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Location

1800 Fruitville Pike, Lancaster, PA, 17601

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History

Regulatory History (1)
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Customer Dispute
January 2017
Denied
Other Business Activities

Haley is the Vice President of the American Business Women's Association, Penn Square Chapter, and a member of the Lancaster Estate Planning Council. These activities are not investment-related.

Employment History
Current Registrations
Rkl Private Wealth
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Rkl Wealth Management LLC
August 2017 - December 2018 · 1 yr 4 mos
Prudential Financial Planning Services
April 2013 - July 2017 · 4 yrs 3 mos
Pruco Securities, LLC.Broker
February 2012 - July 2017 · 5 yrs 5 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.