Scott Peter Mullady
Investment adviser representative at Arkadios Wealth Advisors
31 yearsExperience
1 stateRegistered in
$8.8BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- Arkadios Wealth AdvisorsSep 2024 to now
- Arkadios CapitalSep 2024 to now
- Heritage Pension Advisors, LLC.Jan 1995 to now
- Cetera Investment Advisers LLCJun 2023 to Jun 2024
- Cetera Advisor Networks LLCSep 2013 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Arkadios Wealth Advisors
Legal name: Arkadios Wealth Advisors LLC
$8.8BAssets managed
14,886Clients
223Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2190133
- Firm CRD
- 288863