Kira Marie Dennis
Investment adviser representative at Arkadios Wealth Advisors
12 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
12 years in the industry.
- Arkadios Wealth AdvisorsAug 2023 to now
- Arkadios CapitalAug 2023 to now
- Piedmont Wealth Partners, LLCMar 2019 to now
- MML Investors Services, LLCOct 2020 to Aug 2023
- Mass Mutual Life Insurance CoJan 2018 to Aug 2023
- Grant Thornton, LLPJan 2014 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7218753
- Firm CRD
- 288863