Schuylkill Financial, LLC

Schuylkill Financial, LLC (CRD# 143052) is a financial advisory firm headquartered in Wyomissing, PA. They manage $47,800,913 in 99 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Schuylkill Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
Christopher K. Makosch
CRD#: 4976405
711 Spring St., Wyomissing, PA 19610

Christopher Makosch (CRD# 4976405) is an Investment Advisor Representative working at Schuylkill Financial, LLC in Wyomissing, PA and has over 12 years of experience in the finance industry. Christopher Makosch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Jason S. Lazurick
CRD#: 4782267
Downingtown, PA

Jason Lazurick (CRD# 4782267) is an Investment Advisor Representative working at Schuylkill Financial, LLC in Downingtown, PA and has over 14 years of experience in the finance industry.

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