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Matthew Mcduffie Roberts

Arkadios Wealth Advisors

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About Matthew Mcduffie Roberts

Matthew Mcduffie Roberts is a financial advisor who has been in the industry since 2007. Matthew Mcduffie Roberts is currently registered with Arkadios Wealth Advisors in Dunwoody, GA. Matthew Mcduffie Roberts has a Series 6, 7, 63, and 65 licenses as well as the SIE exam. Matthew Mcduffie Roberts specializes in providing financial planning, portfolio management for individuals, and pension consulting services. Prior to joining Arkadios Wealth Advisors, Matthew Mcduffie Roberts was affiliated with WELLS FARGO CLEARING SERVICES, LLC.

Firm Information

Matthew Roberts 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 Roberts’s Registration & Firm History

GA

05/02/2022 - Present

Arkadios Wealth Advisors (Dunwoody GA)

GA

09/13/2007 - 05/05/2022

WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)

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Licenses & Designations

IA

Issued 07/02/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/14/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/2009

Series 7 - General Securities Representative Examination

BC

Issued 09/11/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Mcduffie Roberts.
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