Joshua Peter Cannata
Investment adviser representative at Arkadios Wealth Advisors
15 yearsExperience
1 stateRegistered in
ChFC®Designation
$8.8BFirm assets
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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
15 years in the industry.
- Arkadios Wealth AdvisorsJun 2025 to now
- Arkadios CapitalJun 2025 to now
- Commonwealth Financial NetworkDec 2016 to Jun 2025
- Lincoln HallSep 2014 to Nov 2016
- Columbia College ChicagoJan 2011 to Dec 2016
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6739432
- Firm CRD
- 288863