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Scott R Brown

Arkadios Wealth Advisors

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About Scott R Brown

Scott Brown is a financial professional with over 30 years of experience in the financial services industry. Scott is currently registered with Arkadios Wealth Advisors and has also previously worked with Triad Advisors LLC and Signator Investors, Inc. Scott holds a Series 6, Series 63, and Series 65 license and has earned the Chartered Financial Consultant designation. Scott provides financial planning and investment management services to individuals and corporations. He is based out of Alburtis, PA.

Firm Information

Scott Brown 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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Scott Brown’s Registration & Firm History

PA

08/29/2022 - Present

Arkadios Wealth Advisors (ALBURTIS PA)

PA

11/11/2011 - 08/20/2022

TRIAD ADVISORS LLC (ALBURTIS PA)

PA

04/02/1991 - 11/11/2011

SIGNATOR INVESTORS, INC. (ALBURTIS PA)

MA

04/02/1991 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 12/29/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/06/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Scott R Brown. Review regulatory record here.
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