Janet Santa Sherry
Investment adviser representative at Arkadios Wealth Advisors
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$8.8BFirm assets
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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
12 years in the industry.
- Arkadios Wealth AdvisorsApr 2019 to now
- Arkadios CapitalApr 2019 to now
- Triad Advisors, Inc.Mar 2014 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 2852367
- Firm CRD
- 288863