Arkadios Wealth Advisors

Investment Advisor
in Atlanta, GA
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About this Advisor

Patrick Carpenter is a chartered financial analyst operating out of Atlanta, Georgia, who has been in the industry for 13 years. Carpenter is an employee of Arkadios Wealth Advisors. During their career, Carpenter has held roles at Arkadios Wealth Advisors, Yieldquest Securities, LLC, Raymond James & Associates and Arkadios Capital. Carpenter maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Georgia and Texas. Arkadios Wealth Advisors is a firm headquartered in Atlanta, Georgia. The company has offices in four locations and just three employees. The advisory firm offers portfolio management for individuals and small businesses. Fees charged by financial advisors typically depend on which service is provided. However, fees charged by Arkadios Wealth Advisors likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

13 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees



Office Location

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

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management


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


GA Average: 58
Total Number of Accounts


GA Average: 1,608
Average Account Size


GA Average: $2,220,225

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Patrick Carpenter Work History

Patrick has 13 years of experience.

2018 - Present (1 year)

Arkadios Wealth Advisors

2018 - Present (1 year)

Arkadios Capital

2013 - 2018 (5 years)

Raymond James & Associates

2005 - 2013 (8 years)

Yieldquest Securities, LLC


Patrick Carpenter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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