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Bryan R Cogliano

Arkadios Wealth Advisors

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About Bryan R Cogliano

Bryan Cogliano is a financial advisor with Arkadios Wealth Advisors, a firm based in Atlanta, Georgia. Bryan has been in the financial industry since 2001. Bryan is registered in 19 states and holds Series 6, 7 and 63 licenses, as well as the SIE. Bryan is also a Certified Financial Planner. Bryan provides financial planning and portfolio management services to individuals, corporations, and high net worth individuals.

Firm Information

Bryan Cogliano 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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Bryan Cogliano’s Registration & Firm History

PA

05/06/2021 - Present

Arkadios Wealth Advisors (Berwyn PA)

PA

06/12/2014 - 05/10/2021

LINCOLN FINANCIAL ADVISORS CORPORATION (BERWYN PA)

PA

10/15/2001 - 06/18/2014

NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)

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Licenses & Designations

BC

Issued 08/18/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2015

Series 7 - General Securities Representative Examination

BC

Issued 10/13/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bryan R Cogliano.
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