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Stanley Lewandoski

Arkadios Wealth Advisors

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About Stanley Lewandoski

Stanley Lewandoski is a financial advisor registered with the state of Florida. Stanley Lewandoski works for Arkadios Wealth Advisors. Stanley has been in the industry since 2002 and has held licenses through multiple firms, including Triad Advisors LLC, Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Stanley holds the Series 7, Series 24, and Series 63 securities licenses. Stanley is also a registered investment advisor in Florida. Stanley Lewandoski offers financial planning, pension consulting, and portfolio management services.

Firm Information

Stanley Lewandoski 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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Stanley Lewandoski’s Registration & Firm History

FL

04/04/2018 - Present

Arkadios Wealth Advisors (Jacksonville FL)

FL

01/14/2013 - 03/08/2018

TRIAD ADVISORS LLC (JACKSONVILLE FL)

FL

04/16/2004 - 01/16/2013

LINCOLN FINANCIAL ADVISORS CORPORATION (JACKSONVILLE FL)

IN

04/16/2004 - 06/08/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

MN

12/11/2002 - 04/19/2004

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/11/2002 - 04/19/2004

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

IN

12/13/2001 - 11/01/2002

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

12/13/2001 - 11/01/2002

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

IA

Issued 12/13/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/24/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Stanley Lewandoski. Review regulatory record here.
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