Suzanne
Wheeler
Arkadios Wealth Advisors
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About this Advisor
Suzanne Wheeler is a financial advisor who works in Olney, Maryland with 4 years of relevant experience. Wheeler currently works for Arkadios Wealth Advisors. During their career, Wheeler has held roles at Securities Service Network, Ssn Advisory, Inc, Coastal Equities, Inc (Dba Rmd Advisory Services), Coastal Investment Advisors, Inc (Dba Rmd Advisory Services), Arkadios Capital and Arkadios Wealth Advisors. Wheeler maintains Series 66 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Maryland. Arkadios Wealth Advisors is an advisory business operating out of Atlanta, GA. The company has offices in 47 locations and a total of 140 people on staff. It controls $2 billion in total assets between its 8,782 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to eight charities and foundations. Of its 8,782 accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in investable assets. Arkadios Wealth Advisors provides a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors are based on the services. Fee types charged by Arkadios Wealth Advisors most likely include any 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
Suzanne Wheeler Work History
Suzanne has been registered as a financial advisor for 4 years.*
Arkadios Capital
Arkadios Wealth Advisors
Coastal Equities, Inc (Dba Rmd Advisory Services)
Coastal Investment Advisors, Inc (Dba Rmd Advisory Services)
Ssn Advisory, Inc
Securities Service Network
*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 Suzanne Wheeler 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
New Berlin, WI
Murfreesboro, TN
San Juan, PR
Columbia, SC
Atlanta, GA
Angleton, TX
Madison Lake, MN
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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