Eric
Sievert

Arkadios Wealth Advisors

CRD#7385972
Investment Advisor
in Jacksonville, FL

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About this Advisor

Eric Sievert is a financial advisor based in Jacksonville, Florida, working with Arkadios Wealth Advisors. Eric has previously held positions at Adventure Landing Waterpark, Enza's Italian Restaurant, True Food Kitchen, Episcopal School Of Jacksonville, Florida State University, Fidelity Investments, Arkadios Capital, and Arkadios Wealth Advisors. Eric has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Eric is part of Arkadios Wealth Advisors, which operates out of Jacksonville, Florida. The firm has 44 offices and 153 employees. The firm manages assets totaling $2.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Arkadios Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 63

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

10739 Deerwood Park Blvd #105
Jacksonville, FL 32256

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$2,681,123,534

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

153

FL Average: 58
Total Number of Accounts

1

FL Average: 1,608
Average Account Size

$2,681,123,534

FL Average: $2,220,225

Investment Advisory Services

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

Eric Sievert Work History

2023 - Present (2 years)

Arkadios Capital

2023 - Present (2 years)

Arkadios Wealth Advisors

2021 - 2023 (2 years)

Fidelity Investments

2020 - 2020 (< 1 year)

True Food Kitchen

2019 - 2019 (< 1 year)

True Food Kitchen

2018 - 2018 (< 1 year)

Enza'S Italian Restaurant

2017 - 2017 (< 1 year)

Adventure Landing Waterpark

2017 - 2021 (4 years)

Florida State University

2014 - 2017 (3 years)

Episcopal School Of Jacksonville

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Eric Sievert 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

Jitender Gidwani
Iselin, NJ
Randolph Autrey
Indian Land, SC
German Chaves
San Juan, PR
Ronald York
Neptune, NJ
Bryan Cogliano
Berwyn, PA
Benjamin Bateman
Rehoboth Beach, DE
Michael Thompson
Hilton Head Island, SC
Eric Sievert
Jacksonville, FL

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