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 65
Industry experience
1 year
Taylor Maliska is a financial advisor at Arcadia Wealth Management, LLC with a Series 65 credential and experience beginning in 2024. Prior to joining Arcadia, Taylor held roles at several companies including Door Dash, Uber, and Bergeron Construction. Outside of finance, Taylor works as a youth baseball umpire. 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 a range of investment strategies including discretionary management, strategic and tactical asset allocation, diversification, and tax-aware investing, and offers educational seminars for clients and the public.
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
2024 - Present (2 years)
Door Dash
2023 - 2023 (1 year)
Uber
2023 - 2024 (1 year)
Bergeron Construction
2021 - 2023 (2 years)
Ramuntos
2020 - 2021 (1 year)
AVI
2020 - 2024 (4 years)
The Stage
2018 - 2020 (2 years)
City of Keene
2016 - 2016 (1 year)
GKYBA
2013 - Present (13 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.
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CFP®, Series 66
Goffstown, NH
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