Quinlan Leary
Investment adviser representative at Arkadios Wealth Advisors
13 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
13 years in the industry.
- Arkadios Wealth AdvisorsJan 2023 to now
- Arkadios CapitalJan 2023 to now
- TD Bank N.A.Jul 2021 to Jan 2023
- Hoop Basketball CampJun 2021 to Jul 2021
- IdexxJan 2021 to Jun 2021
- UnemployedApr 2020 to Dec 2020
- W.B. Mason Co.Jun 2017 to Apr 2020
- Bates CollegeSep 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (ME).
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
- 7693920
- Firm CRD
- 288863