Tyler L. Harris

ARX PRIVATE WEALTH

Lancaster, PA 17601

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CRD#: 6209479

Professional summary

Tyler Lee Harris, CFP® is a registered financial advisor currently at ARX PRIVATE WEALTH located in Lancaster, Pennsylvania.

Tyler is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Tyler has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

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.

Investment Committee member of the Lancaster County Community Foundation

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Lee Harris's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

February 20, 2026 - Present

ARX PRIVATE WEALTH

Office #1: 1891 Santa Barbara Drive Suite 206, Lancaster, PA 17601

RIA

CRD#: 338631

Lancaster, PA

Past

January 6, 2020 - February 12, 2026

RKL PRIVATE WEALTH

RIA

CRD#: 122693

LANCASTER, PA

Past

July 8, 2013 - February 27, 2015

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, 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".

ARX PRIVATE WEALTH

CRD#: 338631 / SEC#: 801-134623

RIA

Registered Investment Advisory firm - (11/14/2025 Approved)

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
(2/20/2026)

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

What does exam status mean?

State Security Law Exam

Series 63

Status Unavailable

Passed: 7/17/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Status Unavailable

Passed: 2/27/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Status Unavailable

Passed: 7/8/2013

General Securities Representative Examination

Current Firm

ARX PRIVATE WEALTH

CRD#: 338631 / SEC#: 801-134623

RIA

Registered Investment Advisory firm - (11/14/2025 Approved)

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Contact information

Main Address

1891 Santa Barbara Drive Suite 206, Lancaster, PA 17601

Mailing Address

Phone number

(717) 219-8226

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (2/24/2026)

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 113,605,108

Red Flags

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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Tyler L. Harris

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tyler Lee Harris's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARX PRIVATE WEALTH

RKL PRIVATE WEALTH

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

ARX PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 63

Passed: 7/17/2013

SIE

Passed: 2/27/2015

Series 7

Passed: 7/8/2013

Current Firm

ARX PRIVATE WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARX PRIVATE WEALTH

TRUST BUT VERIFY

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