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Michael Richard Panico

ARCADIA WEALTH MANAGEMENT, LLC·MANCHESTER, New Hampshire
SIE, Series 7, Series 66CFPClean record15 years registeredARCADIA WEALTH MANAGEMENT, LLC
155 DOW STREET, MANCHESTER, NH 03101CRD# 4677661Firm CRD# 284925

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Richard Panico · MANCHESTER, NH
Registration
CRD #4677661 · ARCADIA WEALTH MANAGEMENT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

ARCADIA WEALTH MANAGEMENT, LLC
Oct 2016 – present
GWN SECURITIES INC.
Jan 2011 – Oct 2016
Salem, NH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · January 31, 2011
Years registered · 15
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARCADIA WEALTH MANAGEMENT, LLC
CRD 284925 · SEC 801-121212
AUM
$337M
Regulatory assets under management
Employees
22
2,283 client accounts
Services offered by ARCADIA WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ARCADIA WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Michael Richard Panico offer?
Michael Richard Panico specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MANCHESTER, New Hampshire for a consultation.
What are Michael Richard Panico's credentials?
Michael Richard Panico holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael Richard Panico located?
Michael Richard Panico is based in MANCHESTER, New Hampshire, working with ARCADIA WEALTH MANAGEMENT, LLC. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Michael Richard Panico charge for services?
Michael Richard Panico's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARCADIA WEALTH MANAGEMENT, LLC?
ARCADIA WEALTH MANAGEMENT, LLC has approximately 22 employees and manages $337M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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