David Michael Morais

CFP

24 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Rkl Private Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

21 advisors

Number of Clients

1,088 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$2.1B

Fee Structure

Minimum Annual Fee:$20,000

Location

3501 Concord Road, York, PA, 17402

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

David is a member of the Investment Committee for the Rotary Club of York (PA). This activity is not investment-related.

Employment History

Current Registrations

Rkl Private Wealth

December 2018 - Present · 7 yrs 2 mos

Previous Registrations

M&t Securities, INC.

July 2004 - September 2018 · 14 yrs 2 mos

M&t Securities, INC.Broker

May 2003 - September 2018 · 15 yrs 4 mos

Allfirst Brokerage CorporationBroker

October 2002 - May 2003 · 7 mos

Waddell & Reed, INC.

January 2001 - August 2002 · 1 yr 7 mos

Waddell & Reed, INC.Broker

November 2000 - August 2002 · 1 yr 9 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.