Ryan
Raphael

Arcadia Wealth Management, LLC

CRD#6915135
Investment Advisor
in Manchester, NH

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About this Advisor

Ryan Raphael is a financial advisor based in Manchester, New Hampshire, working with Arcadia Wealth Management, LLC. Ryan has previously held positions at Bankers Life, Ihop, Roanoke College, Market Basket, Edward Jones, Lpl Financial, LLC, Level Four Advisory Services, LLC, Good Life Advisors, LLC, Level Four Financial, LLC, and Arcadia Wealth Management, LLC. Ryan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts and New Hampshire. Currently, Ryan is part of Arcadia Wealth Management, LLC, which operates out of Manchester, New Hampshire. The firm has 1 office and 21 employees. The firm manages assets totaling $336.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Arcadia Wealth Management, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

155 Dow Street Suite 301
Manchester, NH 03101

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Arcadia Wealth Management, LLC Brokerage Details

Total Assets Under Management

$336,764,559

NH Average: $509,638,208
Total Number of Employees

21

NH Average: 12
Total Number of Accounts

2,283

NH Average: 581
Average Account Size

$147,510

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Ryan Raphael Work History

2023 - Present (1 year)

Arcadia Wealth Management, LLC

2022 - Present (2 years)

Level Four Advisory Services, LLC

2022 - 2023 (1 year)

Level Four Financial, LLC

2021 - 2022 (1 year)

Lpl Financial, LLC

2021 - 2021 (< 1 year)

Level Four Advisory Services, LLC

2021 - 2022 (1 year)

Good Life Advisors, LLC

2019 - 2020 (1 year)

Edward Jones

2018 - 2019 (1 year)

Bankers Life

2016 - 2019 (3 years)

Bankers Life

2016 - 2017 (1 year)

Ihop

2015 - 2015 (< 1 year)

Roanoke College

2014 - 2016 (2 years)

Roanoke College

2009 - 2015 (6 years)

Market Basket

Disclosures

Please visit the SEC profile of Ryan Raphael 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 Arcadia Wealth Management, LLC

Christopher Dube
Manchester, NH
Justin Champlain
Manchester, NH
Alexander Bull
Manchester, NH
Trever Robbins
Manchester, NH
Ryan Raphael
Manchester, NH
William Esslinger
Manchester, NH
Michael Panico
Manchester, NH

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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