Alan Joseph Sievert
Investment adviser representative at Arkadios Wealth Advisors
14 yearsExperience
1 stateRegistered in
$8.8BFirm assets
9 yearsFirm in business
Are you Alan Joseph Sievert? Claim your profile
Contact this firm
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
14 years in the industry.
- Arkadios Wealth AdvisorsAug 2023 to now
- Arkadios CapitalAug 2023 to now
- Landmark TitleMay 2022 to Jul 2022
- True Food KitchenMay 2021 to Jul 2021
- 3 Letter ProductionsMay 2020 to Jul 2020
- Florida State UniversityAug 2019 to May 2023
- Mad Men MarketingMay 2019 to Jul 2019
- Episcopal School of JacksonvilleAug 2012 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7808721
- Firm CRD
- 288863