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Financial ADVSR advisor directory · SEC adviser records

Arcadia Wealth Management financial advisors in Smithtown, NY

Every SEC-registered investment adviser representative at a Arcadia Wealth Management office in Smithtown, A to Z.

3 registered advisors work at Arcadia Wealth Management in Smithtown, out of 3 at the firm nationwide; it ranks number 9 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

Arcadia Wealth Management advisors in Smithtown, A to Z

Every Arcadia Wealth Management advisor →

Arcadia Wealth Management advisors in every city and state →Arcadia Wealth Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Smithtown

All Smithtown advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 20Commonwealth Financial Network 8Draper Asset Management, LLC 8Raymond James Financial Services Advisors, Inc. 8LPL Financial LLC 6Osaic Wealth, Inc. 6J.P. Morgan Securities LLC 4Strategic Advisers LLC 4

Questions

How many financial advisors does Arcadia Wealth Management have in Smithtown?

3 investment adviser representatives are registered at Arcadia Wealth Management offices in Smithtown, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is Arcadia Wealth Management one of the largest advisor employers in Smithtown?

Arcadia Wealth Management ranks number 9 in Smithtown by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 20.

How do I check a Arcadia Wealth Management advisor in Smithtown?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Arcadia Wealth Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.