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Suzanne Wheeler

Arkadios Wealth Advisors

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About Suzanne Wheeler

Suzanne Wheeler is a financial advisor with Arkadios Wealth Advisors. Suzanne is a registered representative with both FINRA and the state of Maryland. Suzanne has over 20 years of experience in the financial services industry. Suzanne Wheeler is also an investment advisor representative, registered with the state of Maryland.

Firm Information

Suzanne Wheeler 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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Suzanne Wheeler’s Registration & Firm History

MD

08/22/2019 - Present

Arkadios Wealth Advisors (Olney MD)

MD

02/22/2018 - 08/20/2019

COASTAL EQUITIES, INC. (Rockville MD)

MD

10/19/2011 - 01/23/2018

SECURITIES SERVICE NETWORK, LLC (GAITHERSBURG MD)

MD

05/08/2003 - 10/25/2011

NATIONAL PLANNING CORPORATION (GAITHERSBURG MD)

IA

05/31/2002 - 06/04/2002

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

TX

10/03/1995 - 01/29/1998

U.S. CLEARING CORP. (DALLAS TX)

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Licenses & Designations

IA

Issued 12/30/2015

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/25/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/30/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Suzanne Wheeler. Review regulatory record here.
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