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David Christopher Elliott

Arkadios Wealth Advisors

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About David Christopher Elliott

David Christopher Elliott is a financial advisor registered with Arkadios Wealth Advisors. David has been working in the financial industry since July 2021. David holds Series 7, Series 66, and SIE licenses. Arkadios Wealth Advisors is an investment advisor firm with offices in Atlanta, Georgia. The firm manages over 2.68 billion dollars in client assets. They serve a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. David's previous employer was Thrivent Investment Management Inc., where David worked from July 2021 to February 2024. David is currently registered as an investment advisor representative in South Carolina.

Firm Information

David Elliott 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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David Elliott’s Registration & Firm History

SC

02/28/2024 - Present

Arkadios Wealth Advisors (Columbia SC)

SC

07/08/2021 - 02/26/2024

THRIVENT INVESTMENT MANAGEMENT INC. (LEXINGTON SC)

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Licenses & Designations

BOTH

Issued 08/30/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/16/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Christopher Elliott.
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