linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Quinlan Leary

Arkadios Wealth Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Quinlan? Claim Your Profile

About Quinlan Leary

Quinlan Leary is an active investment advisor representative with Arkadios Wealth Advisors. Quinlan has been in the industry since March 23, 2023, and has passed the Series 7TO, SIE and the Uniform Combined State Law Examination. Quinlan is registered with the state of Maine as both a Broker-Dealer and an Investment Advisor Representative. Quinlan is also the treasurer of the Edward Little Alumni Association. Previously, Quinlan worked at Arkadios Capital, TD Bank, Idexx, Hoop Basketball Camp, W.B. Mason Co., Salty Sally's Bar and Grille, and Bates College. Arkadios Wealth Advisors is a registered investment advisor that specializes in providing financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals. The firm has over 2.68 billion dollars in assets under management.

Firm Information

Quinlan Leary 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Quinlan Leary’s Registration & Firm History

ME

01/30/2024 - Present

Arkadios Wealth Advisors (Auburn ME)

Not sure if Quinlan Leary is right for you?

Licenses & Designations

BOTH

Issued 08/11/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/03/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Quinlan Leary.
Not sure if Quinlan Leary is right for you?