Nicholas Molite
Investment adviser representative at Arkadios Wealth Advisors
12 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
12 years in the industry.
- Arkadios Wealth AdvisorsMay 2025 to now
- Arkadios CapitalMay 2025 to now
- TIAAJul 2023 to Apr 2025
- TIAA-CREF Individual & Institutional Services, LLCJul 2023 to Apr 2025
- JP Morgan Chase Bank, N.A.Jan 2020 to Jul 2023
- JP Morgan Securities, LLCJan 2020 to Jul 2023
- Cetera Investment Advisers LLCJul 2018 to Dec 2019
- Cetera Investment Services LLCJul 2018 to Dec 2019
- First National Bank of PaJul 2018 to Dec 2019
- LPL Financial LLCMay 2018 to Jul 2018
- SFG Wealth Management (synergy Financial Group, LLC)May 2018 to Jul 2018
- M&t Securities, Inc.Sep 2014 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 5785965
- Firm CRD
- 288863