Stephen
Ferencik
Arkadios Wealth Advisors
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About this Advisor
Stephen Ferencik is a financial advisor operating in Atlanta, Georgia who has 3 years of industry experience. Ferencik is on the advisory team at Arkadios Wealth Advisors. During their career, Ferencik has held roles at Triad Advisors Inc, Acg Wealth, Inc, Arkadios Wealth Advisors and Arkadios Capital. Ferencik holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Georgia, Louisiana and Texas. Arkadios Wealth Advisors is a financial advisory business headquartered in Atlanta, GA. The investment advisory business has offices in 47 locations and a total of 140 employees. It manages $2 billion in assets under management between its 8,782 accounts, placing it among the largest firms in the country by assets under management. The firm advises eight charities and foundations. Of its 8,782 customer accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets available to invest. Arkadios Wealth Advisors 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 typically depend on which services are provided. However, fees charged by Arkadios Wealth Advisors most likely consist of some blend 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
Stephen Ferencik Work History
Stephen has been registered as a financial advisor for 3 years.*
Arkadios Wealth Advisors
Arkadios Capital
Triad Advisors Inc
Acg Wealth, Inc
*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 Stephen Ferencik 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
Murfreesboro, TN
Atlanta, GA
San Juan, PR
Madison Lake, MN
Columbia, SC
Atlanta, GA
Atlanta, GA
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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