Evan Stein
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.
Contact this advisor
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
11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- RKL Private WealthSep 2026 to now
- TNT FireworksJan 2024 to Aug 2026
- University RecreationJan 2024 to May 2026
- University of AlabamaAug 2023 to May 2026
- Waynesboro Country ClubMay 2023 to Sep 2023
- Sky ZoneFeb 2023 to May 2023
- DSS LawJan 2021 to May 2023
- Olympia Candy KitchenJun 2020 to Aug 2020
- Waynesboro Area Sr. High SchoolAug 2019 to Aug 2023
- StudentAug 2015 to May 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.
- 8345482
- 122693