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Michael Richard Panico

Arcadia Wealth Management, LLC

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About Michael Richard Panico

Michael Richard Panico is a financial advisor at Arcadia Wealth Management, LLC. Michael has been in the financial services industry for over 20 years. Michael has extensive experience in providing financial advice to individuals, families, and businesses. Michael is a Certified Financial Planner™ and holds a Series 7 and Series 66 license. Michael's previous experience includes working at GWN Securities Inc., Equity Services, Inc., and Ameriprise Financial Services, Inc. Michael's primary focus is on providing personalized financial planning and investment management services.

Firm Information

Michael Panico is currently registered with Arcadia Wealth Management, LLC. Arcadia Wealth Management, LLC is a registered investment advisor based in Manchester, NH. The firm has 9 licensed agents and manages approximately $380.2 million in assets for 2,615 clients. The firm offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. They primarily serve high-net-worth individuals, corporations, and pension and profit-sharing plans.
Arcadia Wealth Management, LLC

155 DOW STREET

MANCHESTER, NH 03101

$380.22M

Assets Under Management

Not reported

Total Clients

6

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Panico’s Registration & Firm History

NH

05/24/2022 - Present

Arcadia Wealth Management, LLC (MANCHESTER NH)

NH

01/31/2011 - 10/31/2016

GWN SECURITIES INC. (Salem NH)

MA

12/05/2005 - 02/04/2011

EQUITY SERVICES, INC. (NEWTON MA)

MN

08/08/2003 - 11/09/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

08/08/2003 - 11/09/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/02/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Richard Panico.
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