Blake Donald Floyd
Investment adviser representative at Arkadios Wealth Advisors
10 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
10 years in the industry.
- Arkadios Wealth AdvisorsJun 2023 to now
- Arkadios CapitalJun 2023 to now
- Kestra Advisory Services, LLCDec 2019 to Jun 2023
- Kestra Investment Services, LLCMay 2018 to Jun 2023
- Foresters Financial Services, Inc.May 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State 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
- 6650694
- Firm CRD
- 288863