Iain
Brackstone

Arkadios Wealth Advisors

CRD#2214750
Investment Advisor
in Alpharetta, GA

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About this Advisor

Iain Brackstone is a financial advisor based in Alpharetta, Georgia, working with Arkadios Wealth Advisors. Iain has previously held positions at Arkadios Wealth Advisors, Alternative Risk Strat, Kalos Capital, Kalos Management, Southpark Capital, and Arkadios Capital. Iain has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Georgia. Currently, Iain is part of Arkadios Wealth Advisors, which operates out of Alpharetta, Georgia. 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 63, Series 65, Series 66

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

11675 Great Oaks Way Suite 140
Alpharetta, GA 30022

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$2,681,123,534

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

153

GA Average: 58
Total Number of Accounts

1

GA Average: 1,608
Average Account Size

$2,681,123,534

GA Average: $2,220,225

Investment Advisory Services

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

Iain Brackstone Work History

2022 - Present (2 years)

Arkadios Wealth Advisors

2022 - Present (2 years)

Arkadios Capital

2018 - Present (6 years)

Southpark Capital

2007 - Present (17 years)

Alternative Risk Strat

2015 - 2022 (7 years)

Kalos Capital

2015 - 2022 (7 years)

Kalos Management

Disclosures

Please visit the SEC profile of Iain Brackstone 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
Timothy Sperling
Scottsdale, AZ
German Chaves
San Juan, PR
Frank Hanna
Berwyn, PA
Stanton Wheeler
Ponte Vedra Beach, FL
Kira Schleicher
Atlanta, GA
Michael Thompson
Hilton Head Island, SC
Eric Sievert
Jacksonville, FL

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