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David Michael Morais

RKL Private Wealth

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About David Michael Morais

David Morais is a financial advisor at RKL Private Wealth. David is a certified financial planner and has been in the financial industry for over 20 years. David has experience providing financial advice to individuals, families, and businesses. David specializes in helping clients with retirement planning, investment management, and estate planning. David is a member of the Investment Committee of the Rotary Club of York, Pennsylvania.

Firm Information

David Morais is currently registered with RKL Private Wealth. RKL Private Wealth, based in Lancaster, PA, is an investment advisor with approximately $1.8 billion in regulatory assets under management. They offer a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm primarily serves high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
RKL Private Wealth

1800 FRUITVILLE PIKE

LANCASTER, PA 17601

$1.80B

Assets Under Management

9

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Morais’s Registration & Firm History

PA

12/19/2018 - Present

RKL Private Wealth (YORK PA)

PA

05/01/2003 - 09/06/2018

M&T SECURITIES, INC. (YORK PA)

MD

10/09/2002 - 05/01/2003

ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)

KS

11/29/2000 - 08/26/2002

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 12/14/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/01/2007

Series 24 - General Securities Principal Examination

BC

Issued 09/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Michael Morais.
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