RS
Rachel Stam
RIVER WEALTH ADVISORS LLC
Camp Hill, PA 17011
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CRD#: 7062154
RS
Professional summary
Rachel Stam is a registered financial advisor currently at RIVER WEALTH ADVISORS LLC located in Camp Hill, Pennsylvania.
Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Rachel has worked at 1 firm .
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.
Stam & Associates, CPAs
not investment related
235 E. Broadway
Jackson, WY 83001
Public accounting
Owner/CPA
10/2011
160 hours
all hours
tax preparation
CRS (Client Relationship Summary) - RIA
Click below to view Rachel Stam'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
January 14, 2019 - Present
RIVER WEALTH ADVISORS LLC
Office #1: 100 Corporate Center Drive Suite 102, Camp Hill, PA 17011RIA
CRD#: 173767
Camp Hill, 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".
RW
RIVER WEALTH ADVISORS LLC
LAN CAPITAL LLC | RIVER WEALTH ADVISORS LLC
CRD#: 173767 / SEC#: 801-80629
RIA
Registered Investment Advisory firm - (11/28/2014 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
Wyoming(1/14/2019)
Exams
Current Firm
RW
RIVER WEALTH ADVISORS LLC
LAN CAPITAL LLC | RIVER WEALTH ADVISORS LLC
CRD#: 173767 / SEC#: 801-80629
RIA
Registered Investment Advisory firm - (11/28/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Corporate Center Drive Suite 102, Camp Hill, PA 17011
Mailing Address
Phone number
(717) 888-9830
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,422 |
| AUM (Assets Under Management) | $ 1,257,151,714 |
Red Flags
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