Nikolas Madonis (CRD# 7294547) is an Investment Advisor Representative working at Rkl Private Wealth in Lancaster, PA and has over 3 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Rkl Private Wealth | Lancaster, PA | Sep 2023 - Current | < 1 |
Lloyds Bank Corporate Markets | New York, NY | Sep 2020 - Aug 2023 | 2 |
House Of Pizza | Lancaster, PA | Jun 2020 - Aug 2020 | < 1 |
Fordham University | New York, NY | Aug 2016 - May 2020 | 3 |
Lloyds Securities | New York, NY | Jun 2019 - Aug 2019 | < 1 |
Marlin & Associates | New York, NY | Oct 2018 - Dec 2018 | < 1 |
Rkl Wealth Management | Lancaster, PA | Jun 2018 - Aug 2018 | < 1 |
Crystal Brook Advisors | New York, NY | Mar 2017 - Jan 2018 | < 1 |
Manheim Township School District | Lancaster, PA | Sep 2010 - Jun 2016 | 5 |
House Of Pizza | Lancaster, PA | Mar 2015 - Jul 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2020 |
S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- PA
-
Total Assets Under Management1,796MILLIONS
-
Total Number of Accounts1,095ACCOUNTS
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Average Account Value$1,640,243
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, DE, FL, MA, MD, NC, NE, NH, NJ, NY, PA, SC, TX, VA
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