Steven
Smith
Arkadios Wealth Advisors
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About this Advisor
Steven Smith is a financial advisor operating in Forest Hill, Maryland. Smith is an employee of Arkadios Wealth Advisors. Their career trajectory has included roles at Philly Pretzel Factory, David A. Flanders Cpa, LLC, Student, Arkadios Capital, Arkadios Wealth Advisors and Caves Valley Golf Club. Smith has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Maryland. Arkadios Wealth Advisors is a registered investment firm operating out of Atlanta, GA. The company has offices in 47 locations and a total of 140 people on staff. It oversees $2 billion in assets across its 8,782 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves eight charitable organizations. Of its 8,782 client accounts, just 3% are associated with high-net-worth individuals who have at least $1 million in assets. Arkadios Wealth Advisors provides a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules typically vary depending on the services offered. However, fee types billed by Arkadios Wealth Advisors most likely consist 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
Steven Smith Work History
Steven has been registered as a financial advisor for 0 years.*
Arkadios Capital
Arkadios Wealth Advisors
Caves Valley Golf Club
David A. Flanders Cpa, LLC
David A. Flanders Cpa, LLC
Philly Pretzel Factory
Student
Student
*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 Steven Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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