SS
Slade M. Simons
ARKADIOS WEALTH ADVISORS
METAIRIE, LA 70005
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CRD#: 2576344
SS
Slade Mccoll SimonsARKADIOS WEALTH ADVISORS
Professional summary
Slade Mccoll Simons is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Metairie, Louisiana and ARKADIOS CAPITAL located in Metairie, Louisiana.
Slade is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Slade has worked at 4 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 3, Series 7, Series 10 and Series 9 exams.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Gulf Coast Wealth Management LLC, Is Investment Related, 1825 Veterans Boulevard, Metairie, La, Metairie, LA, 70005, Insurance - Fixed Annuity, Life, LTC, Member, Started 8/20/2025,5 hours per month,1 hour per month during trading hours, Salary Compensation, Outside insurance sales. DBA Gulf Coast Wealth Management. 2. Direct to carrier - INV REL - 1825 Veterans Blvd, Metairie, La 70005 - Non-Variable Insurance - Start 09/07/2016 - 5 Hr/Mo; 5 Hour(s) During Securities Trading - INS TYPES: Life, Health, DI, LTC, Fixed Annuities. 3. First Baptist New Orleans, Is Not Investment Related, 5290 Canal Blvd, New Orleans, LA, 70124, Church, Deacon, 6/1/2010, 2 hours per month, 0 hours per month during trading hours, No Compensation Compensation, I am a deacon at FBNO. My role is to serve the congregation in their ministry efforts and be of help to the church's pastor and staff in carrying out their ministry efforts to the congregation. 4. Gulf Coast Bank and Trust Company - Financial Institution Duty - Executive VP - Not Investment Related - At Reported Business Location(s) - Start Date 02/01/2007 - 5 Hours Per Month/ During Trading 5. GPOA Foundation, Is Not Investment Related, 919 St. Charles Ave, , New Orleans, LA, 70130, Non-Profit, Board Member, started 5/22/2016, 1 hours per month,1 hour per month during trading hours, GPOA is a grant making organization. 6. First Baptist Church New Orleans Foundation, Is Not Investment Related, 5290 Canal St, New Orleans, LA, 70130, Non Profit, Board Member, 8/24/2023, 1 hour per month, 1 hour per month during trading hours, No Compensation Compensation, First Baptist New Orleans Foundation is an entity that owns the property and building of First Baptist New Orleans. The Foundation also has financial assets that are used to serve the mortgage on the FBNO building. The Foundation assets are invested with professional money managers and the board reviews the account and investment policy with the professional money managers. I am not the advisor on any of the assets and I have no access to any of the funds. There are 9 members of the board and a majority of votes is required to approve a decision. My role is to make sure the assets of the foundation are well cared for. 7. First Baptist Church New Orleans, Is Not Investment Related, 5290 Canal St, New Orleans, LA, 70119, Finance Committee of the church, Volunteer Committee Member, 5/31/2024, 2 hours per month, 2 hours per month during trading hours, No Compensation Compensation, I am one of nine members of the church's finance committee. The committee works with the pastor and church staff in developing a budget and helping them to stay on task within budget throughout the year. I have no access to any funds and no authority to transact any business on behalf of the church. No one on the committee does. All decisions require a majority vote. 8. Louisiana Association of Business and Industry, Is Not Investment Related, 500 Main St, , Baton Rouge, LA, 70801, Non-Profit, Board Member, 3/7/2024, 2 hours per month, 2 hours per month during trading hours, LABI is the state's chamber of commerce. 9. Baptist Community Ministries, Is Not Investment Related,1320 St. Charles Ave, , New Orleans, LA, 70130, Non-Profit, Board Member, Started 11/1/2014, 3 hours per month, 2 hours per month during trading hours. 10. Gulf Coast Wealth Management, Is Investment Related, 1825 Veterans Boulevard, Metairie, La, Metairie, LA, 70005, DBA business, Exec VP Wealth Management, 8/20/2025, 100 hours per month, 100 hours per month during trading hours, Salary Compensation, I am the bank executive responsible for this division of the bank.
CRS (Client Relationship Summary) - RIA
Click below to view Slade Mccoll Simons's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 20, 2024 - Present
ARKADIOS WEALTH ADVISORS
Office #1: 1825 Veterans Boulevard, Metairie, LA 70005RIA
CRD#: 288863
METAIRIE, LA
Current
June 20, 2024 - Present
ARKADIOS CAPITAL
Office #1: 1825 Veterans Boulevard, Metairie, LA 70005BD
CRD#: 282710
METAIRIE, LA
Past
January 30, 2007 - June 25, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
METAIRIE, LA
Past
January 30, 2007 - June 25, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
METAIRIE, LA
Past
January 30, 2004 - February 7, 2007
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
DALLAS, TX
Past
March 3, 1995 - February 7, 2007
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
DALLAS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - (7/17/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Louisiana(6/20/2024)
IAR
Louisiana(6/26/2024)
RR
Mississippi(6/20/2024)
RR
Texas(6/20/2024)
IAR
Texas(6/20/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - (7/17/2017 Approved)Loading...
Contact information
Main Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Mailing Address
Phone number
(404) 445-0035
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,091 |
| AUM (Assets Under Management) | $ 3,856,398,203 |
Red Flags
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Company Information
ARKADIOS WEALTH ADVISORS
CRD#: 288863Metairie, LA 70005TRUST BUT VERIFY
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