Alexander
Monk

Arkadios Wealth Advisors

CRD#6234104
Investment Advisor
in Forest Hill, MD

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About this Advisor

Alexander Monk is a financial advisor based in Forest Hill, Maryland, working with Arkadios Wealth Advisors. Alexander has previously held positions at Kalos Capital, Inc, Akers Financial Group, Kalos Management, Arkadios Capital, and Arkadios Wealth Advisors. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Alexander is part of Arkadios Wealth Advisors, which operates out of Forest Hill, Maryland. 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 66, CERTIFIED FINANCIAL PLANNER™

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

134 Industry Lane, Suite 5
Forest Hill, MD 21050

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Arkadios Wealth Advisors Brokerage Details

Total Assets Under Management

$2,681,123,534

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

153

MD Average: 58
Total Number of Accounts

1

MD Average: 1,608
Average Account Size

$2,681,123,534

MD Average: $2,220,225

Investment Advisory Services

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

Alexander Monk Work History

2022 - Present (3 years)

Arkadios Capital

2022 - Present (3 years)

Arkadios Wealth Advisors

2012 - Present (13 years)

Akers Financial Group

2013 - 2022 (9 years)

Kalos Capital, Inc

2013 - 2022 (9 years)

Kalos Management

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Disclosures

Please visit the SEC profile of Alexander Monk 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

Alan Berger
Neptune, NJ
Richard Berger
Neptune, NJ
Janet Sherry
Neptune, NJ
Matthew Pratt
Charlotte, NC
Michael Thompson
Hilton Head Island, SC
Kira Schleicher
Atlanta, GA
Randolph Autrey
Indian Land, SC
Bryan Cogliano
Berwyn, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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