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MF

Maggie G. Fisher

ARX PRIVATE WEALTH
Lancaster, PA 17601
Some features on this profile are disabled
CRD#: 7494135
MF

Professional summary

Maggie Grace Fisher, who also goes by Maggie Grace Root, is a registered financial advisor currently at ARX PRIVATE WEALTH located in Lancaster, Pennsylvania.

Maggie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Maggie has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Maggie Grace Root

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Maggie Grace Fisher'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®
None

Experience

Current

February 20, 2026 - Present

ARX PRIVATE WEALTH

Office #1: 1891 Santa Barbara Drive Suite 106, Lancaster, PA 17601
RIA
CRD#: 338631
Lancaster, PA
Past

March 4, 2022 - February 12, 2026

RKL PRIVATE WEALTH

RIA
CRD#: 122693
LANCASTER, PA

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/4/2022
Uniform Investment Adviser Law Examination

Current Firm

AP
ARX PRIVATE WEALTH
ARX PRIVATE WEALTH

CRD#: 338631 / SEC#: 801-134623

RIA
Registered Investment Advisory firm - (11/14/2025 120-Day Approval)
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Contact information

Main Address
Lancaster, PA
Mailing Address
Phone number
(717) 587-6586
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (9/24/2025)
0

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.

Company Information

ARX PRIVATE WEALTH

CRD#: 338631Lancaster, PA 17601

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