Daniel Jonathan Preziosi
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
15 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- RKL Private WealthJan 2026 to now
- Triad Advisors IncMay 2021 to now
- StudentNov 2011 to now
- PsecuAug 2024 to Jan 2026
- Paramount Management GroupJun 2022 to Aug 2024
- Stonebridge Financial GroupMay 2021 to Apr 2022
- Faithward AdvisorJan 2021 to Apr 2022
- Lifeguide Financial Advisors LLCSep 2020 to Dec 2020
- Stauffers of Kissel HillSep 2015 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
RKL Private Wealth
Legal name: RKL Wealth Management LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7378698
- 122693