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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.

  1. Arcadia Wealth Management, LLCMay 2024 to now
  2. GkybaMay 2013 to now
  3. Door DashJun 2023 to Dec 2023
  4. UberJan 2023 to May 2024
  5. Bergeron ConstructionJun 2021 to Jan 2023
  6. RamuntosMay 2020 to Jun 2021
  7. AviJan 2020 to May 2024
  8. 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
Advisor's SEC record (opens in a new tab)
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