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Haley Marie Schwartz

RKL Private Wealth

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About Haley Marie Schwartz

Haley Schwartz is a financial advisor at RKL Private Wealth. She provides financial planning, pension consulting, selection of other advisors and portfolio management for individuals. Haley has been a financial advisor for over 5 years. She is a Certified Financial Planner (CFP®) and has a Series 6, 7, 63 and 65 license. Haley Schwartz has a strong background in financial services, including working as a financial advisor at PRUCO SECURITIES, LLC. and as a vice president of the American Business Women's Association, Penn Square Chapter.

Firm Information

Haley Schwartz 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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Haley Schwartz’s Registration & Firm History

PA

01/07/2019 - Present

RKL Private Wealth (LANCASTER PA)

PA

02/20/2012 - 07/05/2017

PRUCO SECURITIES, LLC. (YORK PA)

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Licenses & Designations

IA

Issued 04/04/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/02/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2016

Series 7 - General Securities Representative Examination

BC

Issued 02/17/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Haley Marie Schwartz. Review regulatory record here.
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