Arcadia Wealth Management
Arcadia Wealth Management (CRD# 165504) is a financial advisory firm headquartered in Smithtown, NY. They manage $255,594,882 in 856 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management256MILLION
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Total Number of Accounts856ACCOUNTS
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Average Account Value$298,592
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, FL, LA, MA, NJ, NY, PA, TX
Kelly Lynch (CRD# 7709711) is an Investment Advisor Representative working at Arcadia Wealth Management in Smithtown, NY and has 1 year of experience in the finance industry.
Allison Vanaski (CRD# 4830183) is an Investment Advisor Representative working at Arcadia Wealth Management in Smithtown, NY and has over 18 years of experience in the finance industry.
Walter Wisniewski (CRD# 1125987) is an Investment Advisor Representative working at Arcadia Wealth Management in Smithtown, NY and has over 40 years of experience in the finance industry.