Philip Simone
Investment adviser representative at Arkadios Wealth Advisors
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Arkadios Wealth AdvisorsJun 2025 to now
- Arkadios CapitalJun 2025 to now
- Spartan SolarSep 2024 to May 2025
- Freedom ForeverJun 2023 to Sep 2024
- Nusun PowerApr 2023 to Jun 2023
- Titanium SolarJul 2019 to Apr 2023
- Wescott Financial Advisory Group, LLCJul 2019 to Sep 2022
- Francis FinancialMay 2018 to Aug 2018
- Virginia Polytechnic Institute and State UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7173289
- Firm CRD
- 288863