Advisor at Arcadia Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arcadia Wealth Management, LLC
Location
Manchester, NH 03101
Credentials
Series 63, Series 66
Industry experience
7 years
Ryan Raphael is a financial advisor at Arcadia Wealth Management, LLC with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Level Four Financial, Good Life Advisors, LPL Financial, Edward Jones, and Bankers Life. Raphael is also a licensed insurance agent affiliated with various unaffiliated carriers through Arcadia Financial Group LLC. Arcadia Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, third-party adviser selection, pension consulting, and integrated financial planning without a separate planning fee. The firm employs discretionary management with strategies such as asset allocation, diversification, tax-aware investing, and uses quarterly reviews along with fundamental, technical, and quantitative analysis.
Based on Arcadia Wealth Management, LLC
Based on Arcadia Wealth Management, LLC
$0 - $249,999: 1.50% $250,000 - $499,999: 1.40% $500,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.85% $3,000,000 - $4,999,999: 0.65% $5,000,000 - $9,999,999: 0.50% $10,000,000+: 0.40%
Advisory fees based on assets under management; commissions for sale of insurance products.
Account minimum: $500,000
155 Dow Street, Suite 301
Manchester, NH 03101
Massachusetts · New Hampshire
Arcadia Wealth Management, LLC
2023 - Present (3 years)
Level Four Financial, LLC
2022 - 2023 (1 year)
LEVEL FOUR ADVISORY SERVICES, Llc
2022 - 2023 (1 year)
Good Life Advisors, LLC
2021 - 2022 (1 year)
LPL Financial, llc
2021 - 2022 (1 year)
LEVEL FOUR ADVISORY SERVICES, Llc
2021 - 2021 (1 year)
Unemployed
2020 - 2021 (1 year)
Edward Jones
2019 - 2020 (1 year)
Bankers Life
2018 - 2019 (1 year)
Bankers Life
2016 - 2019 (3 years)
IHOP
2016 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
Roanoke College
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Bedford, NH
Honorable Financial Services, LLC
Series 63, Series 65
Bedford, NH
Stratton Capital Management, LLC
Series 65
Derry, NH
Mead Capital Management, LLC
Series 63, Series 65
Bedford, NH
Bay Point Financial, LLC
Series 63, Series 65
Londonderry, NH
KBR Retirement & Investment Solutions
CFP®, Series 66
Goffstown, NH
Solari Financial Planning, LLC
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