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Colin John Arnold

ATTICUS WEALTH MANAGEMENT, LLC·PALM BEACH GARDENS, Florida
Series 7, Series 66CFPClean record14 years registeredATTICUS WEALTH MANAGEMENT, LLC
11380 PROSPERITY FARMS ROAD, PALM BEACH GARDENS, FL 33410CRD# 5865053Firm CRD# 296949

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Colin John Arnold · PALM BEACH GARDENS, FL
Registration
CRD #5865053 · ATTICUS WEALTH MANAGEMENT, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

Jul 2018present
BARTOLF WEALTH ADVISORS, INC.
Jan 2017Dec 2018
Jupiter, FL
NFP SECURITIES, INC.
Aug 2012Sep 2012
PORT ST. LUCIE, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · August 14, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ATTICUS WEALTH MANAGEMENT, LLC
CRD 296949 · SEC 801-113424
AUM
$370M
Regulatory assets under management
Employees
7
697 client accounts
Services offered by ATTICUS WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Colin John Arnold offer?
Colin John Arnold specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Colin John Arnold's credentials?
Colin John Arnold holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Colin John Arnold located?
Colin John Arnold is based in PALM BEACH GARDENS, Florida, working with ATTICUS WEALTH MANAGEMENT, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Colin John Arnold charge for services?
Colin John Arnold's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATTICUS WEALTH MANAGEMENT, LLC?
ATTICUS WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $370M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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