Michael Richard Panico
Investment adviser representative at Arcadia Wealth Management, LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$445.5MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Arcadia Wealth Management, LLCDec 2014 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Arcadia Wealth Management, LLC
$445.5MAssets managed
669Clients
11Advisers
5 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
- 4677661
- Firm CRD
- 284925