President and Senior Wealth Advisor · Arcadia Wealth Management
Walter F. Wisniewski
CRD 1125987 · Named on Form ADV at one SEC-registered adviser
At a glance
Arcadia Wealth Management, an SEC-registered wealth manager based in Smithtown, NY with $384 million in regulatory assets, lists Walter F. Wisniewski on its Form ADV as President and Senior Wealth Advisor, a control person.
Firms and roles
- Arcadia Wealth ManagementPresident and Senior Wealth AdvisorWealth manager · Smithtown, NY · $384M in regulatory assets
AtlasMembers
Walter’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Walter’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Allison M. VanaskiCEO, Senior Wealth Advisor, Chief Compliance Officer, Arcadia Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Walter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.