Partner · RCS Financial Planning, LLC
Amanda N Hopkins Clouser
CRD 6978143 · Named on Form ADV at one SEC-registered adviser
At a glance
RCS Financial Planning, LLC, an SEC-registered wealth manager based in Annapolis, MD with $281 million in regulatory assets, lists Amanda N Hopkins Clouser on its Form ADV as Partner, a control person.
Firms and roles
- RCS Financial Planning, LLCPartnerWealth manager · Annapolis, MD · $281M in regulatory assets
AtlasMembers
Amanda’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Thaddeus N. ToalManaging Member & Chief Compliance Officer, RCS Financial Planning, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amanda’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.