Daniel Jonathan Preziosi
Investment Adviser Representative at RKL Private Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Jonathan Preziosi is an investment adviser representative with RKL Private Wealth in Lancaster, PA, where they have been registered since 2026. They have worked in the securities industry since 2026 and were previously registered with Triad Advisors LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 19
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- RKL Private WealthJan 2026 – no end date reportedLancaster, PA
- PsecuAug 2024 – Jan 2026Harrisburg, PA
- Paramount Management GroupJun 2022 – Aug 2024Lancaster, PA
- Stonebridge Financial GroupMay 2021 – Apr 2022Wormleysburg, PA
- Faithward AdvisorJan 2021 – Apr 2022Lancaster, PA
- Lifeguide Financial Advisors LLCSep 2020 – Dec 2020Mechanicsburg, PA
- Stauffers of Kissel HillSep 2015 – Sep 2019Lititz, PA
- Triad Advisors IncMay 2021 – no end date reportedNorcross, GA
- StudentNov 2011 – no end date reportedLititz, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About RKL Private Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 26
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Lancaster, PA
- SEC file number:
- 801-66968
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at RKL Private Wealth
Showing 12 of 26 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Jonathan Preziosi has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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