Ross Ballard Wyatt
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 AdvisorsAug 2023 to now
- Arkadios CapitalAug 2023 to now
- Piedmont Wealth Partners, LLCMar 2019 to now
- Wyatt Financial GroupMay 2009 to now
- MML Investors Services, LLCMar 2012 to Aug 2023
- Mass Mutual Life Insurance CompanyDec 2009 to Aug 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2019
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
- 5998899
- Firm CRD
- 288863