Alexander
Monk
Arkadios Wealth Advisors
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About this Advisor
Alexander Monk is a certified financial planner who works out of Forest Hill, Maryland, with a total of 1 year of industry experience. Monk is currently employed by Arkadios Wealth Advisors. Their career trajectory has included roles at Kalos Capital, Inc, Akers Financial Group, Kalos Management, Arkadios Capital and Arkadios Wealth Advisors. Monk maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland. Arkadios Wealth Advisors is a company operating out of Atlanta, GA. The investment advisory business has offices in 47 locations and a total of 140 financial advisors. It administers $2 billion in assets under management among its 8,782 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises eight charities and foundations. Of its 8,782 client accounts, just 3% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Arkadios Wealth Advisors provides a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically are based on the type of services offered. However, fee types charged by Arkadios Wealth Advisors likely include some 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
Alexander Monk Work History
Alexander has been registered as a financial advisor for 1 years.*
Arkadios Capital
Arkadios Wealth Advisors
Akers Financial Group
Kalos Capital, Inc
Kalos Management
*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 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
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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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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.
