Chief Executive Officer · RKL Private Wealth
Michael F De Stefano
CRD 8348055 · Named on Form ADV at one SEC-registered adviser
At a glance
RKL Private Wealth, an SEC-registered wealth manager based in Lancaster, PA with $2.5 billion in regulatory assets, lists Michael F De Stefano on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- RKL Private WealthChief Executive OfficerWealth manager · Lancaster, PA · $2.5B in regulatory assets
AtlasMembers
Michael’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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- Search and export owners by title, state and firm size
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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
- Julie A EnglertChief Compliance Officer, RKL Private Wealth
- David M. MoraisPresident, RKL Private Wealth
- Thomas D. ReardonExecutive Vice President, RKL Private Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.