Our partnership was founded on the basis of having a positive impact on people’s lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning and estate planning.

Firm Start Year

No.of Employees

CRD#

Firm CRD#

Insurance License#

Name of Custodial Firm

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Work with the following types of clients

Advisory Services Provided

Investment Types

Can meet clients in the following ways

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Certifications, Accreditations & Designations

Securities Licenses

Insurance and Annuity Licenses

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Fee Structure

Minimum Portfolio Size for New Managed Accounts

Compensation Methods

Masters of Business Administration - Finance

Bachelor of Science - Chemical Engineering

https://schuylkillfinancial.com/disclosure.html