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Alan Stuart Berger

Arkadios Wealth Advisors

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About Alan Stuart Berger

Alan Berger is a financial advisor with Arkadios Wealth Advisors located in Wall, NJ. Alan has been in the financial services industry since December 26, 1979. Alan is registered with FINRA and the state of New Jersey. Alan is also registered as an Investment Advisor Representative (IAR) in New Jersey. Prior to working at Arkadios Wealth Advisors, Alan worked at Triad Advisors LLC and New England Securities. Alan is a Series 63, 24, 22TO, 6TO, SIE, 7 and 1 licensed professional. Alan specializes in Portfolio Management for Individuals and Financial Planning.

Firm Information

Alan Berger is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan Berger’s Registration & Firm History

NJ

05/06/2019 - Present

Arkadios Wealth Advisors (Wall NJ)

NJ

03/21/2014 - 04/30/2019

TRIAD ADVISORS LLC (WALL NJ)

NJ

12/27/1979 - 04/02/2014

NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)

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Licenses & Designations

BC

Issued 02/11/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/29/2003

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1990

Series 7 - General Securities Representative Examination

BC

Issued 12/17/1979

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Alan Stuart Berger. Review regulatory record here.
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