Matthew Marcus
Investment adviser representative at Arkadios Wealth Advisors
13 yearsExperience
1 stateRegistered in
$8.8BFirm assets
9 yearsFirm in business
Are you Matthew Marcus? 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 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
13 years in the industry.
- Arkadios Wealth AdvisorsMar 2026 to now
- Arkadios CapitalMar 2026 to now
- Fringe Benefit PlansMay 2024 to Apr 2025
- Principal Life Insurance CompanyOct 2023 to Mar 2026
- Principal Securities, Inc.Oct 2023 to Mar 2026
- LPL Financial LLCOct 2022 to Oct 2023
- Seacoast BankOct 2022 to Oct 2023
- Oxford Advisory Group, LLCJun 2022 to Jul 2022
- Oxford Wealth Group, LLCJun 2022 to Jul 2022
- Gwfs EquitiesAug 2017 to May 2022
- United HealthcareApr 2015 to Apr 2017
- Development InternationalSep 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5025438
- Firm CRD
- 288863