Matthew
Roberts
Arkadios Wealth Advisors
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About this Advisor
Matthew Roberts is a financial advisor working in Atlanta, Georgia, with 1 year of relevant experience. Roberts is an employee of Arkadios Wealth Advisors. Throughout their career, they have worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Arkadios Capital and Arkadios Wealth Advisors. Roberts maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Georgia. Arkadios Wealth Advisors is a registered investment firm based in Atlanta, GA. The company has offices in 47 locations and a total of 140 employees. It oversees $2 billion in total assets among its 8,782 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 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. The business offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management usually vary depending on the type of services. However, fee types billed by Arkadios Wealth Advisors can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arkadios Wealth Advisors Brokerage Details
$1,757,945,482
140
8,782
$200,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Matthew Roberts Work History
Matthew has been registered as a financial advisor for 1 years.*
Arkadios Capital
Arkadios Wealth Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors 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 Matthew Roberts 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
Atlanta, GA
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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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