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Sara Jean Stollberger

ARCADIA WEALTH MANAGEMENT, INC.·SMITHTOWN, New York
Clean record4 years registeredARCADIA WEALTH MANAGEMENT, INC.
10 EDGEWOOD AVENUE, SMITHTOWN, NY 11787CRD# 6782579Firm CRD# 165504

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sara Jean Stollberger · SMITHTOWN, NY
Registration
CRD #6782579 · ARCADIA WEALTH MANAGEMENT, INC. · 4 years registered
Brand Profile
Not yet started
01

Career History

BRIDGEWATER ADVISORS INC.
Aug 2021 – present
02

Registrations & Exams

Registration record
First registered · August 19, 2021
Years registered · 4
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. →
Introduction

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05

Frequently Asked Questions

What services does Sara Jean Stollberger offer?
Sara Jean Stollberger specializes in Financial Planning, Investment Management. Contact their office in SMITHTOWN, New York for a consultation.
What are Sara Jean Stollberger's credentials?
Sara Jean Stollberger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sara Jean Stollberger located?
Sara Jean Stollberger 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 Sara Jean Stollberger charge for services?
Sara Jean Stollberger'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.

Allison Marie Vanaski
SMITHTOWN, NY
CFP
Walter Frank Wisniewski
SMITHTOWN, NY

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