Michael
Sievert

Arkadios Wealth Advisors

CRD#2127441
Investment Advisor
in Atlanta, GA
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About this Advisor

Michael Sievert is a certified financial planner working out of Atlanta, Georgia, who has been in the advisory business for 26 years. Sievert is an advisor for Arkadios Wealth Advisors. Over the course of their career, Sievert has held roles at Arkadios Wealth Advisors, Lincoln Financial Advisors Corporation, Triad Advisors, Inc and Arkadios Capital. Sievert has Series 63 and Series 66 licenses, which qualify them as a securities representative, and can advise clients in Florida and Texas. Arkadios Wealth Advisors is an advisory business that has its headquarters in Atlanta, Georgia. The firm has offices in four locations and just three employees. Arkadios Wealth Advisors offers portfolio management for individuals and small businesses. Fees for financial advisory services usually vary depending on the type of financial services provided. However, fee types charged by Arkadios Wealth Advisors most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

26 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3333 Piedmont Rd., Ne Suite 2010
Atlanta, GA 30305

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$33,469,774

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

26

GA Average: 58
Total Number of Accounts

144

GA Average: 1,608
Average Account Size

$232,429

GA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Michael Sievert Work History

Michael has 26 years of experience.

2018 - Present (1 years)

Arkadios Wealth Advisors

2018 - Present (1 years)

Arkadios Capital

2012 - 2018 (6 years)

Triad Advisors, Inc

1992 - 2012 (20 years)

Lincoln Financial Advisors Corporation

Disclosures

Michael Sievert has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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