Paulo M Aguilar
Investment adviser representative at Arkadios Wealth Advisors
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Arkadios Wealth AdvisorsMay 2024 to now
- Arkadios CapitalFeb 2024 to now
- Foreside Fund Services, LLCJun 2022 to Nov 2023
- Revitate, LLCJun 2022 to Nov 2023
- Inland Securities CorporationMay 2017 to May 2022
- Bluerock Capital Markets, LLCAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
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
- 5875943
- Firm CRD
- 288863