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Louis Anthony Tucci

Arkadios Wealth Advisors

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About Louis Anthony Tucci

Louis Anthony Tucci is a financial advisor with over 20 years of experience in the financial services industry. Louis has a strong track record of providing personalized financial advice and investment management services to individuals, families, and businesses. Louis is currently registered with Arkadios Wealth Advisors in North Haledon, New Jersey and has held previous positions with Securities America, Inc., MML Investors Services, LLC, Cadaret, Grant & Co., Inc., and Investment Advisors & Consultants, Inc. Louis holds Series 6, 7, 63, and 65 licenses and the SIE. Louis is committed to providing his clients with the highest level of service and helping them achieve their financial goals.

Firm Information

Louis Tucci 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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Louis Tucci’s Registration & Firm History

NJ

02/28/2024 - Present

Arkadios Wealth Advisors (North Haledon NJ)

DE

07/28/2022 - 02/28/2024

REALTA EQUITIES, INC. (WILMINGTON DE)

NJ

01/28/2013 - 08/02/2022

SECURITIES AMERICA, INC. (FRANKLIN LAKES NJ)

NJ

12/06/2005 - 01/31/2013

MML INVESTORS SERVICES, LLC (LODI NJ)

NY

02/06/2003 - 11/02/2005

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NJ

04/02/2002 - 10/31/2002

INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)

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Licenses & Designations

IA

Issued 06/21/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Louis Anthony Tucci. Review regulatory record here.
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