Janet
Rzewnicki

Arkadios Wealth Advisors

CRD#3226059
Investment Advisor
in Wilmington, DE

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About this Advisor

Janet Rzewnicki is a financial advisor operating in Wilmington, Delaware with 1 year of relevant experience. Rzewnicki is an advisor for Arkadios Wealth Advisors. Over the course of their career, Rzewnicki has held roles at Sammons Securities Company, LLC, Arkadios Wealth Advisors, Parkland Securities, LLC and Spc. Rzewnicki holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Delaware. Arkadios Wealth Advisors is a business that has its headquarters in Atlanta, GA. The firm has offices in 47 locations and a total of 140 financial advisors. It has $2 billion in assets under management between its 8,782 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to eight charities and foundations. Of its 8,782 accounts, just 3% are held by high-net-worth clients who have at least $1 million in assets available to invest. Arkadios Wealth Advisors offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fees billed by Arkadios Wealth Advisors likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1601 Milltown Rd #18,
Wilmington, DE 19808

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$1,757,945,482

DE Average: $3,570,121,308
Total Number of Employees

140

DE Average: 58
Total Number of Accounts

8,782

DE Average: 1,608
Average Account Size

$200,176

DE Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Janet Rzewnicki Work History

Janet has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Arkadios Wealth Advisors

2014 - Present (10 years)

Parkland Securities, LLC

2010 - Present (14 years)

Spc

2010 - 2014 (4 years)

Sammons Securities Company, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Janet Rzewnicki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arkadios Wealth Advisors

David Summers
Atlanta, GA
Patrick Carpenter
Atlanta, GA
German Chaves
San Juan, PR
Matt Porter
New Berlin, WI
Matthew Brozik
Madison Lake, MN
Linda Young
Columbia, SC
Joseph Patire
Atlanta, GA
Nolan Ginsberg
Angleton, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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