Nicholas Thomas Stafford
Investment adviser representative at Arkadios Wealth Advisors
12 yearsExperience
1 stateRegistered in
CFADesignation
$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 AdvisorsJul 2023 to now
- Arkadios CapitalJul 2023 to now
- Emerson Equity LLCApr 2022 to Jul 2023
- Bridge Capital Associates, Inc.Nov 2019 to Mar 2022
- Contiger Ventures LLCMay 2019 to Nov 2019
- SignaturefdJul 2017 to Apr 2019
- Capital Bank and Trust CompanyJan 2016 to Jul 2017
- Capital Guardian Trust CompanyAug 2014 to Jul 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1997
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 2900449
- Firm CRD
- 288863