Caroline Marrocco Garvey
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 AdvisorsJun 2024 to now
- Arkadios CapitalJun 2024 to now
- Arkadios CapitalDec 2023 to Jan 2024
- Good Dog - Park & Dog BarOct 2023 to May 2024
- Arkadios CapitalJun 2023 to Jul 2023
- Osteria 832Jun 2022 to Jun 2023
- AnthropologieJun 2022 to Aug 2022
- Doc Chey's Noodle HouseOct 2017 to Aug 2022
- Full-time EducationJun 2014 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7949947
- Firm CRD
- 288863