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Tyler Lee Harris

RKL Private Wealth

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About Tyler Lee Harris

Tyler Harris is a financial advisor with RKL Private Wealth. Tyler has over 7 years of experience in the financial industry, Tyler holds the Series 63, Series 7 and SIE licenses. Tyler specializes in financial planning, pension consulting and portfolio management for both individuals and businesses. RKL Private Wealth is a registered investment advisor with over 25 investment adviser representatives. The firm has a strong focus on serving the needs of high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. RKL Private Wealth provides a wide range of advisory services, including financial planning, portfolio management, pension consulting and selection of other advisors.

Firm Information

Tyler Harris 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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Tyler Harris’s Registration & Firm History

PA

01/06/2020 - Present

RKL Private Wealth (LANCASTER PA)

PA

07/08/2013 - 02/27/2015

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 07/17/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/08/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyler Lee Harris.
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