Keegan Grant Carl
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 AdvisorsSep 2026 to now
- Arkadios CapitalSep 2026 to now
- Osaic Advisory ServicesJun 2025 to Sep 2026
- Osaic WealthJun 2025 to Sep 2026
- Wolfe Research Advisors, LLCJul 2023 to May 2025
- Wolfe Research SecuritiesSep 2022 to May 2025
- Berenberg Capital Markets LLCJul 2018 to Sep 2022
- N/aMay 2018 to Jul 2018
- Bloomsburg UniversityAug 2017 to May 2018
- Charles Schwab Investment ManagementJun 2017 to Aug 2017
- Bloomsburg UniversityAug 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6815780
- Firm CRD
- 288863