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Ke Minh Dao

Arkadios Wealth Advisors

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About Ke Minh Dao

Ke Minh Dao is an investment advisor representative and insurance producer who has been in the industry since January 16, 2003. Currently, Ke Minh Dao is an active representative with Arkadios Wealth Advisors, where they provide financial planning and portfolio management services to individual clients. Previously, Ke Minh Dao was a representative with TRIAD ADVISORS LLC, NFP SECURITIES, INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.

Firm Information

Ke Dao 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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Ke Dao’s Registration & Firm History

NJ

09/18/2019 - Present

Arkadios Wealth Advisors (Raritan NJ)

NJ

11/16/2011 - 09/16/2019

TRIAD ADVISORS LLC (RARITAN NJ)

NJ

06/19/2007 - 11/29/2011

NFP SECURITIES, INC. (ISELIN NJ)

NJ

03/10/2003 - 06/20/2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SUMMIT NJ)

MN

08/21/2002 - 10/11/2002

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

08/21/2002 - 10/11/2002

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/16/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ke Minh Dao.
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