Adam
Weiner

Arkadios Wealth Advisors

CRD#3088374
Investment Advisor
in Boca Raton, FL

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About this Advisor

Adam Weiner is a financial advisor who works in Boca Raton, Florida who has 2 years of relevant experience. Weiner currently works for Arkadios Wealth Advisors. During their career, the advisor has held roles at Arkadios Capital, Arkadios Wealth Advisors, Adam Scott & Associates, Centaurus Financial Inc and Centaurus Financial, Inc. Weiner maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida. Arkadios Wealth Advisors is a financial advisory firm based out of Atlanta, GA. The investment advisory business has offices in 47 locations and a total of 140 people on staff. It administers $2 billion in assets under management between its 8,782 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides services to eight charities and foundations. Of its 8,782 client accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets. Arkadios Wealth Advisors performs a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors largely depend on which services the firm provides the client. Fee types billed by Arkadios Wealth Advisors may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

2 years

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

301 Yamato Rd., Ste 1240
Boca Raton, FL 33431

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$1,757,945,482

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

140

FL Average: 58
Total Number of Accounts

8,782

FL Average: 1,608
Average Account Size

$200,176

FL Average: $2,220,225

Investment Advisory Services

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

Adam Weiner Work History

Adam has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Arkadios Capital

2021 - Present (3 years)

Arkadios Wealth Advisors

2007 - Present (17 years)

Adam Scott & Associates

2019 - 2019 (< 1 year)

Arkadios Capital

2019 - 2019 (< 1 year)

Arkadios Wealth Advisors

2014 - 2019 (5 years)

Centaurus Financial Inc

2014 - 2021 (7 years)

Centaurus Financial, Inc

*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 Adam Weiner 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

Michael Belote
Atlanta, GA
Matthew Brozik
Madison Lake, MN
William Nelson
Atlanta, GA
Patrick Carpenter
Atlanta, GA
Martin Mcfarlin
Murfreesboro, TN
Joseph Patire
Atlanta, GA
Nolan Ginsberg
Angleton, TX
German Chaves
San Juan, PR

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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