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Nikolas C Madonis

RKL Private Wealth

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About Nikolas C Madonis

Nikolas Madonis is an investment advisor representative at RKL Private Wealth. Nikolas has been in the industry since September 2020. Nikolas is registered with the state of Pennsylvania and holds the Series 63, Series 65, Series 7, Series 79, and SIE licenses. Nikolas specializes in providing financial planning, portfolio management for individuals, pension consulting, and selection of other advisors. Nikolas has a strong track record of success in helping clients reach their financial goals.

Firm Information

Nikolas Madonis 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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Nikolas Madonis’s Registration & Firm History

PA

03/01/2024 - Present

RKL Private Wealth (LANCASTER PA)

NY

09/19/2020 - 08/21/2023

LLOYDS SECURITIES (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/01/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/04/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 09/19/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nikolas C Madonis.
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