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Ryan Raphael

Arcadia Wealth Management, LLC

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About Ryan Raphael

Ryan Raphael is a registered investment advisor with Arcadia Wealth Management, LLC based in Manchester, New Hampshire. Ryan has extensive experience in the financial services industry, having worked with several firms prior to joining Arcadia Wealth Management, LLC. Ryan's expertise spans various aspects of financial planning, including portfolio management, retirement planning, and insurance.

Firm Information

Ryan Raphael 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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Ryan Raphael’s Registration & Firm History

NH

07/14/2023 - Present

Arcadia Wealth Management, LLC (MANCHESTER NH)

VA

10/03/2022 - 06/15/2023

LEVEL FOUR FINANCIAL, LLC (FINCASTLE VA)

VA

01/07/2021 - 10/13/2022

LPL FINANCIAL LLC (ROANOKE VA)

VA

12/04/2019 - 08/28/2020

EDWARD JONES (ROANOKE VA)

NC

07/28/2018 - 12/23/2019

BANKERS LIFE SECURITIES, INC. (GREENSBORO NC)

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Licenses & Designations

BOTH

Issued 01/22/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/09/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/30/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan Raphael.
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