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Matthew Dunning Pratt

Arkadios Wealth Advisors

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About Matthew Dunning Pratt

Matthew Dunning Pratt has been in the financial services industry for over 16 years. Matthew is currently registered as a Registered Representative and Investment Advisor Representative with Arkadios Wealth Advisors, a firm headquartered in Atlanta, Georgia. Matthew specializes in providing financial planning, portfolio management, and retirement planning. Matthew has previously worked with TRIAD ADVISORS LLC and New England Securities.

Firm Information

Matthew Pratt 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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Matthew Pratt’s Registration & Firm History

NC

05/21/2020 - Present

Arkadios Wealth Advisors (Charlotte NC)

NC

04/21/2014 - 05/21/2020

TRIAD ADVISORS LLC (Charlotte NC)

NC

05/12/2004 - 04/18/2014

NEW ENGLAND SECURITIES (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 12/22/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/01/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Dunning Pratt.
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