Taylor William Maliska
Investment adviser representative at Arcadia Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$445.5MFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Arcadia Wealth Management, LLCMay 2024 to now
- GkybaMay 2013 to now
- Door DashJun 2023 to Dec 2023
- UberJan 2023 to May 2024
- Bergeron ConstructionJun 2021 to Jan 2023
- RamuntosMay 2020 to Jun 2021
- AviJan 2020 to May 2024
- The StageSep 2018 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Arcadia Wealth Management, LLC
$445.5MAssets managed
669Clients
11Advisers
5 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
- 8064731
- Firm CRD
- 284925