Nicholas Weiss
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 AdvisorsSep 2025 to now
- Arkadios CapitalSep 2025 to now
- Monogram Wealth PartnersMar 2024 to now
- Commonwealth Financial NetworkSep 2024 to Oct 2025
- Kuttin Wealth ManagementAug 2023 to Dec 2023
- AflacJun 2022 to Aug 2022
- Target CorporationApr 2020 to Aug 2020
- Auburn UniversityAug 2019 to Jun 2023
- Elwood Athletic ClubJun 2016 to Jun 2021
- StudentSep 2014 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7803764
- Firm CRD
- 288863