Evan Stein

Financial advisor at Rkl Private Wealth · Lancaster, PA

Last updated 2026-10-10

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Evan Stein is a financial advisor at Rkl Private Wealth in Lancaster, PA, CRD 8345482. Licenses and exams on the registration: Series 65. IAPD registration began 2026-09-29.

Registration

CRD number
8345482
Registration status
Active
IAPD registration
2026-09-29
Industry Experience
0 years
Work Experience
11 years
States registered
PA

Licenses and exams

  • Series 65

Work history

  • 2021-01 to 2023-05 · Dss Law · Waynesboro, PA
  • 2020-06 to 2020-08 · Olympia Candy Kitchen · Chambersburg, PA
  • 2021-06 to 2023-08 · Waynesboro Area Sr. High School · Waynesboro, PA
  • 2023-02 to 2023-05 · Sky Zone · Hagerstown, MD
  • 2019-08 to 2023-06 · Waynesboro Area Sr. High School · Waynesboro, PA
  • 2023-08 to 2026-05 · University of Alabama · Tuscaloosa, AL
  • 2024-01 to 2026-08 · Tnt Fireworks · Chambersburg, PA
  • 2015-08 to 2019-05 · Student · Waynesboro, PA
  • 2023-05 to 2023-09 · Waynesboro Country Club · Waynesboro, PA
  • 2023-09 to 2024-12 · University of Alabama · Tuscaloosa, AL
  • 2024-01 to 2026-05 · University Recreation · Tuscaloosa, AL
  • 2026-09 to Present · Rkl Private Wealth · Lancaster, PA

Current employment

SEC IAPD record for Evan Stein

Rkl Private Wealth

Regulatory AUM
$2,508,067,068
Registered advisors
29
Offices
4
Clients per advisor
36.2 (Low)
Average AUM per client
$2.4M (Low)
High-net-worth client ratio
44.0% (Moderate)

Rkl Private Wealth: advisors, services and reported ETF investments

About

Evan Stein is a financial advisor at Rkl Private Wealth in Lancaster, PA. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 11 years of reported work history.

Rkl Private Wealth's firm-level Form ADV reports 29 advisors across 4 offices; approximately 36.2 clients per advisor, average assets per client of $2,388,635, and regulatory AUM of $2.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, and Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $921.7M across 66 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Evan Stein personally.

Reported ETF positions

Rkl Private Wealth reports 66 ETF positions worth $921.7M on Form 13F; the largest are listed.

Largest ETF positions reported by Rkl Private Wealth
FundReported value
IVV — iShares Core S&P 500 ETF$236.9M
IEFA — iShares Core MSCI EAFE ETF$116.9M
IJH — iShares Core S&P Mid-Cap ETF$85.8M
IJR — iShares Core S&P Small-Cap ETF$56.5M
SCHX — Schwab U.S. Large-Cap ETF$54.1M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Rkl Private Wealth on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Sells Non-Advisory Products or Services
  • Accountant or Accounting Firm

Location

1800 Fruitville Pike, Lancaster, PA 17601

27 advisors at this office.

Rkl Private Wealth office in Lancaster, PA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Evan Stein?

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