RS
Robert W. Simons
RKL PRIVATE WEALTH
LITITZ, PA
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CRD#: 4587340
RS
Professional summary
Robert Watson Simons is a registered financial advisor currently at RKL PRIVATE WEALTH located in Lititz, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
MORSE MEASUREMENTS LLC, NOT INV. RELATED,1163 SPEEDWAY BLVD.SALISBURY, NC 28146,AUTOMOTIVE SUSPENSION TESTING,LIMITED PARTNER,8/2007, LESS THAN 10 HRS, 0 HRS,NO DUTIES
SIMONS LLC, NOT INV. RELATED,600 CENTENNIAL COURT,LITITZ, PA 17543,RENTAL REAL ESTATE,GENERAL PARTNER,8/2008, LESS THAN 10 HRS, 0 HRS,NO DUTIES
SIMONS FAMILY LIMITED PARTNERSHIP,NOT INV. RELATED,600 CENTENNIAL COURT, LITITZ, PA 17543,RENTAL REAL ESTATE,LIMITED PARTNER,8/2008, LESS THAN 10 HRS, 0 HRS,NO DUTIES
DART TRUCKING CO LLC,DEDICATED CARRIER OF ACTIVATED CARBON PRODUCTS,NOT INV. RELATED,11017 MARKET ST NORTH LIMA OHIO 44452,BOARD MEMBER/SHAREHOLDER,06/2014, LESS THAN 10 HRS, 0 HRS,NO DUTIES
BOYD WILSON CO,NOT INV. RELATED,600 OLDE HICKORY ROAD SUITE 100 LANCASTER PA 17601,OWN AND MANAGE RESIDENTIAL RENTAL PROPERTIES,BOARD MEMBER,12/2016,
LESS THAN 10 HRS, 0 HRS,NO DUTIES
CRS (Client Relationship Summary) - RIA
Click below to view Robert Watson Simons's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 28, 2020 - Present
RKL PRIVATE WEALTH
RIA
CRD#: 122693
LITITZ, PA
Past
June 8, 2000 - December 31, 2010
RKL PRIVATE WEALTH
RIA
CRD#: 122693
LANCASTER, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RP
RKL PRIVATE WEALTH
KUNTZ LESHER CAPITAL LLC | RKL WEALTH MANAGEMENT LLC | RKL PRIVATE WEALTH
CRD#: 122693 / SEC#: 801-66968
RIA
Registered Investment Advisory firm - (6/30/2006 Approved)Pennsylvania
Registered Investment Advisory firm - (8/3/2006 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(5/28/2020)
Current Firm
RP
RKL PRIVATE WEALTH
KUNTZ LESHER CAPITAL LLC | RKL WEALTH MANAGEMENT LLC | RKL PRIVATE WEALTH
CRD#: 122693 / SEC#: 801-66968
RIA
Registered Investment Advisory firm - (6/30/2006 Approved)Pennsylvania
Registered Investment Advisory firm - (8/3/2006 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1800 Fruitville Pike, Lancaster, PA 17601
Mailing Address
P.o. Box 8408, Lancaster, PA 17604
Phone number
(717) 399-1700
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,090 |
| AUM (Assets Under Management) | $ 2,128,225,509 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/01/2025 | ||
| 11/22/2024 | ||
| 01/02/2024 | ||
| 12/28/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
