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).

By the Numbers
  • Total Assets Under Management
    256
    MILLION
  • Total Number of Accounts
    856
    ACCOUNTS
  • Average Account Value
    $298,592
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, MA, NJ, NY, PA, TX

Financial Advisors at Arcadia Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Kelly A. Lynch
CRD#: 7709711
10 Edgewood Avenue, Smithtown, NY 11787

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.

2
Allison M. Vanaski
CRD#: 4830183
10 Edgewood Avenue, Smithtown, NY 11787

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.

3
Walter F. Wisniewski
CRD#: 1125987
10 Edgewood Avenue, Smithtown, NY 11787

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.

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