Scott David Ehrig
CFP®, CIMA®Professional Summary
Scott David Ehrig, CFP®, CIMA® is a registered financial advisor currently at RKL PRIVATE WEALTH located in York, Pennsylvania. Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Scott has worked at 5 firms and has passed the Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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JANNEY MONTGOMERY SCOTT LLC
Videos & Posts
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JANNEY MONTGOMERY SCOTT LLC
JANNEY MONTGOMERY SCOTT LLC
Contact Information
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JANNEY MONTGOMERY SCOTT LLC
JANNEY MONTGOMERY SCOTT LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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JANNEY MONTGOMERY SCOTT LLC
Current Firm
KUNTZ LESHER CAPITAL LLC | RKL WEALTH MANAGEMENT LLC | RKL PRIVATE WEALTH
Contact Information
Main Address
1800 Fruitville Pike, Lancaster, PA 17601Mailing Address
P.o. Box 8408, Lancaster, PA 17604Phone Number
(717) 399-1700# of Employees
38SEC notice filing (17 States and Territories)
Registered to provide investment advisory services in 17 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,675AUM (Assets Under Management)
$2,508,067,068Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/01/2025 | Cover Page | Report |
| 11/22/2024 | Cover Page | Report |
| 01/02/2024 | Cover Page | Report |
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JANNEY MONTGOMERY SCOTT LLC
JANNEY MONTGOMERY SCOTT LLC
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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JANNEY MONTGOMERY SCOTT LLC
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Primary Firm SEC Registration
KUNTZ LESHER CAPITAL LLC | RKL WEALTH MANAGEMENT LLC | RKL PRIVATE WEALTH
State Registrations and Notice Filings
(4/8/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2006About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Scott David Ehrig's CRS (Customer Relationship Summary).
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JANNEY MONTGOMERY SCOTT LLC
JANNEY MONTGOMERY SCOTT LLC
