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Kiliaen Vanrensselaer Ludlow

Arkadios Wealth Advisors

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About Kiliaen Vanrensselaer Ludlow

Kiliaen Vanrensselaer Ludlow is a registered representative with Arkadios Wealth Advisors. Kiliaen has been in the financial industry for over 25 years and is dedicated to providing personalized financial advice to individuals and families. Kiliaen has worked at several firms throughout their career, including Triad Advisors LLC, Synovus Securities, Inc., and National Financial Services LLC. Kiliaen holds a Series 7, Series 63, Series 66, and Series 27 license. Kiliaen is committed to helping clients achieve their financial goals through comprehensive financial planning, investment management, and retirement planning services.

Firm Information

Kiliaen Ludlow 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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Kiliaen Ludlow’s Registration & Firm History

GA

06/06/2024 - Present

Arkadios Wealth Advisors (ATLANTA GA)

CA

10/14/2014 - 11/16/2022

TRIAD ADVISORS LLC (Pleasanton CA)

GA

07/18/2013 - 09/12/2014

SYNOVUS SECURITIES, INC. (ALPHARETTA GA)

GA

01/06/2005 - 08/13/2013

NATIONAL FINANCIAL SERVICES LLC (ATLANTA GA)

RI

09/22/2000 - 01/13/2005

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

AL

02/14/2000 - 07/27/2000

AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)

WI

02/01/1997 - 02/14/2000

INVEST FINANCIAL CORPORATION (APPLETON WI)

NA

07/23/1996 - 02/01/1997

AMERISTAR CAPITAL MARKETS, INC.

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Licenses & Designations

BOTH

Issued 12/17/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/1996

Series 27 - Financial and Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kiliaen Vanrensselaer Ludlow.
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