Stephen Michael Nelson
Investment adviser representative at Arkadios Wealth Advisors
17 yearsExperience
1 stateRegistered in
$8.8BFirm assets
9 yearsFirm in business
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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
17 years in the industry.
- Arkadios Wealth AdvisorsJun 2023 to now
- Arkadios CapitalJun 2023 to now
- Stephen M. Nelson, LLCOct 2017 to now
- Kestra Advisory Services, LLCMay 2018 to Jun 2023
- Kestra Investment Services, LLCMay 2018 to Jun 2023
- Foresters Advisory ServicesMar 2015 to May 2018
- Foresters Financial ServicesOct 2009 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2015
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
- 5740179
- Firm CRD
- 288863