Michael Steven Miller II
Investment Adviser Representative at RKL Private Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael Steven Miller II is an investment adviser representative with RKL Private Wealth in York, PA, where they have been registered since 2026. They have worked in the securities industry since 2016 and were previously registered with Charles Schwab & Co., Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 3
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.
- Northwestern Mutual Life Insurance CompanyJun 2016 – Oct 2018Hunt Valley, MD
- Northwestern Mutual Investment Services LLCJul 2016 – Oct 2018Hunt Valley, MD
- Northwestern Mutual Wealth Management CompanyAug 2017 – Oct 2018Hunt Valley, MD
- Charles Schwab & Co., Inc.Jan 2019 – Mar 2021Lancaster, PA
- RKL WealthMay 2026 – no end date reportedLancaster, PA
- Charles SchwabApr 2023 – May 2026Lancaster, PA
- Charles SchwabMar 2021 – Apr 2023Towson, MD
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. Michael Steven Miller II 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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