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Sara Jean Stollberger

ARCADIA WEALTH MANAGEMENT, INC.·SMITHTOWN, New York
ARCADIA 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.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Sara Jean Stollberger is a registered financial advisor based in SMITHTOWN, New York, affiliated with ARCADIA WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ARCADIA WEALTH MANAGEMENT, INC.
ARCADIA WEALTH MANAGEMENT
AUM
$256M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ARCADIA WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6782579
Firm CRD# 165504
View on FINRA BrokerCheck →

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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
Walter Frank Wisniewski
SMITHTOWN, NY

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