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Walter Frank Wisniewski

ARCADIA WEALTH MANAGEMENT, INC.·SMITHTOWN, New York
Series 7, Series 15, Series 6323 years registeredARCADIA WEALTH MANAGEMENT, INC.
10 EDGEWOOD AVENUE, SMITHTOWN, NY 11787CRD# 1125987Firm CRD# 165504

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Walter Frank Wisniewski · SMITHTOWN, NY
Registration
CRD #1125987 · ARCADIA WEALTH MANAGEMENT, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

ARCADIA WEALTH MANAGEMENT
Aug 2021 – present
PARAGON CAPITAL MANAGEMENT
Apr 2003 – Dec 2009
SMITHTOWN, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 15
Series 63
Registration record
First registered · April 8, 2003
Years registered · 23
03

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

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

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