Nikolas C Madonis
Investment adviser representative at Arx Private Wealth
10 yearsExperience
1 stateRegistered in
$113.6MFirm assets
Under 1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Arx Private WealthJan 2026 to now
- Rkl Private WealthSep 2023 to Jan 2026
- Lloyds Bank Corporate MarketsSep 2020 to Aug 2023
- House of PizzaJun 2020 to Aug 2020
- Lloyds SecuritiesJun 2019 to Aug 2019
- Marlin & AssociatesOct 2018 to Dec 2018
- Rkl Wealth ManagementJun 2018 to Aug 2018
- Crystal Brook AdvisorsMar 2017 to Jan 2018
- Fordham UniversityAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Arx Private Wealth
$113.6MAssets managed
27Clients
5Advisers
Under 1 yearIn 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
- 7294547
- Firm CRD
- 338631