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Suzanne Wheeler

Arkadios Wealth Advisors
25 Years of Experience
Olney, MD
1 DisclosureBrokerSells Insurance
View SEC Summary
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Suzanne Wheeler is a registered investment advisor at Arkadios Wealth Advisors, based in Olney, MD, with 25 years of industry experience. Suzanne is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 14,886 clients with $8.8B in assets under management.

Arkadios Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
225 advisors
Number of Clients
14,886 clients
Average Client Portfolio
$590K average
Assets Under Management
$8.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K+1.50%

Rates reflect maximum annual fees for Crest Accounts. Third-party manager accounts have a separate schedule ranging up to 2.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2943 B Olney Sandy Spring Road, Olney, MD, 20832

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History

Regulatory History (1)
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Customer Dispute
August 2022
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Suzanne owns rental property in Baltimore, MD. She is also the secretary for South Village Homes Corp, spending minimal time reviewing meeting notes. Additionally, Suzanne is an appointed agent for RAK Group Inc. selling LTC, fixed annuities, and life insurance, dedicating a few hours per week.

Employment History
Current Registrations
Arkadios CapitalBroker
August 2019 - Present · 7 yrs 2 mos
Arkadios Wealth Advisors
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Coastal Equities, INC.Broker
February 2018 - August 2019 · 1 yr 6 mos
Coastal Investment Advisors
February 2018 - August 2019 · 1 yr 6 mos
Ssn Advisory, INC.
June 2015 - January 2018 · 2 yrs 7 mos
Securities Service Network, LLCBroker
October 2011 - January 2018 · 6 yrs 3 mos
National Planning CorporationBroker
May 2003 - October 2011 · 8 yrs 5 mos
Cambridge Investment Research, INC.Broker
May 2002 - June 2002 · 1 mo
U.S. Clearing CORP.Broker
October 1995 - January 1998 · 2 yrs 3 mos
State Registrations6 states
CAMDNYSCTXUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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