Adam James Hollinger
Investment adviser representative at Rkl Private Wealth
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Rkl Private WealthDec 2025 to now
- Cetera Investment Advisers LLCNov 2018 to Dec 2025
- Cetera Investment Services LLCNov 2018 to Dec 2025
- Farmers & Merchants Trust CompanyOct 2018 to Dec 2025
- TD Ameritrade, Inc.Sep 2018 to Oct 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2017 to Sep 2018
- Shippensburg UniversityJan 2013 to May 2017
- Pennsylvania Army National GuardFeb 2012 to Oct 2018
- Environmental InteriorsJun 2010 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Rkl Private Wealth
Legal name: Rkl Wealth Management LLC
$2.5BAssets managed
1,050Clients
29Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6635121
- Firm CRD
- 122693