Amy
Lillis-Konopacki

Arkadios Wealth Advisors

CRD#4561449
Investment Advisor
in Forest Hill, MD

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About this Advisor

Amy Lillis-Konopacki is a financial advisor based in Forest Hill, Maryland, working with Arkadios Wealth Advisors. Amy has previously held positions at Lincoln Financial Advisors, Voya Financial Advisors, Inc, Nationwide Investment Services Corporation, Nationwide Investment Advisors, LLC, Arkadios Capital, and Arkadios Wealth Advisors. Amy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Maryland. Currently, Amy 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 63, Series 66

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

Amy Lillis-Konopacki Work History

2024 - Present (0 year)

Arkadios Capital

2024 - Present (0 year)

Arkadios Wealth Advisors

2017 - 2017 (< 1 year)

Lincoln Financial Advisors

2017 - 2017 (< 1 year)

Voya Financial Advisors, Inc

2017 - 2023 (6 years)

Nationwide Investment Services Corporation

2017 - 2023 (6 years)

Nationwide Investment Advisors, LLC

2005 - 2017 (12 years)

Lincoln Financial Advisors

Disclosures

Please visit the SEC profile of Amy Lillis-Konopacki 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

Bryan Cogliano
Berwyn, PA
Jitender Gidwani
Iselin, NJ
Matthew Pratt
Charlotte, NC
Ronald York
Neptune, NJ
Michael Thompson
Hilton Head Island, SC
Kira Schleicher
Atlanta, GA
Richard Berger
Neptune, NJ
Alan Berger
Neptune, NJ

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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