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Allison Marie Vanaski

ARCADIA WEALTH MANAGEMENT, INC.·SMITHTOWN, New York
Series 7, Series 55, Series 63CFPClean record5 years registeredARCADIA WEALTH MANAGEMENT, INC.
10 EDGEWOOD AVENUE, SMITHTOWN, NY 11787CRD# 4830183Firm CRD# 165504

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Allison Marie Vanaski · SMITHTOWN, NY
Registration
CRD #4830183 · ARCADIA WEALTH MANAGEMENT, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

ARCADIA WEALTH MANAGEMENT
Jul 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 55
Series 63
Registration record
First registered · July 15, 2021
Years registered · 5
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ARCADIA WEALTH MANAGEMENT, INC.
CRD 165504 · SEC 801-77175
AUM
$256M
Regulatory assets under management
Employees
6
856 client accounts
Services offered by ARCADIA WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ARCADIA WEALTH MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Allison Marie Vanaski offer?
Allison Marie Vanaski specializes in Financial Planning, Investment Management. Contact their office in SMITHTOWN, New York for a consultation.
What are Allison Marie Vanaski's credentials?
Allison Marie Vanaski holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Allison Marie Vanaski located?
Allison Marie Vanaski is based in SMITHTOWN, New York, working with ARCADIA WEALTH MANAGEMENT, INC.. Their office serves clients in the SMITHTOWN metropolitan area and surrounding communities.
How does Allison Marie Vanaski charge for services?
Allison Marie Vanaski's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARCADIA WEALTH MANAGEMENT, INC.?
ARCADIA WEALTH MANAGEMENT, INC. has approximately 6 employees and manages $256M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ARCADIA WEALTH MANAGEMENT, INC.

Sara Jean Stollberger
SMITHTOWN, NY
Walter Frank Wisniewski
SMITHTOWN, NY

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