Allison Marie Vanaski
Investment adviser representative at Arcadia Wealth Management
5 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$383.6MFirm assets
Are you Allison Marie Vanaski? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
5 years in the industry.
- Arcadia Wealth Management CorporationFeb 2012 to now
- Paragon Capital Management CorporationFeb 2012 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Arcadia Wealth Management
Legal name: Arcadia Wealth Management, Inc.
$383.6MAssets managed
275Clients
3Advisers
14 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
- 4830183
- Firm CRD
- 165504