BM
Bernard P. Mcvey
ARKADIOS WEALTH ADVISORS
Forest Hill, MD 21050
Some features on this profile are disabled
CRD#: 2750384
BM
Professional summary
Bernard Philip Mcvey, who also goes by Bernie Mcvey, is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Forest Hill, Maryland and ARKADIOS CAPITAL located in Forest Hill, Maryland.
Bernard is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Bernard has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bernie Mcvey
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. Bernie McVey Consulting, LLC, Non-Investment related, 10219 Fairway Drive, Ellicott City MD 21042, Position: Principal, Nature: Provide IT and Federal Acquisition Regulations cost recovery advisory services to clients. Services include guidance on IT architectures, services models, US government cost recovery issues, and supply chain related issues. Number of hours: 32; Hours during securities trading hours: 16, Start date: 08/01/2016. Description: Provide guidance to clients on issues as disclosed above. 2. Akers Financial Group, Investment related, ADDRESS: 126-1 Industry Lane, Forest Hill MD 21050, Position: Investment Advisor NATURE: Comprehensive financial planning services and investments, BPM, Number of hours: 80 Hours during securities trading hours: 80, Start date: 03/22/2016, Description: Preparation of financial plans and recommendations, sales of investment related products, Life and Health Insurance sales, BPM 3. Theresa A McVey Living Trust DTD 4/11/02, Non-Investment related, Address: 10219 Fairway Drive, Ellicott City MD 21042, Position: Trustee, beneficiary Nature: Trust owns rental real estate in Ocean City Maryland, Number of hours: 1, hours during securities trading hours: 0, Start date: 06/01/1983, Description: Property owner, rental management company employed 4. Old Timers Soccer Association of Maryland, Non-Investment related, Position: Treasurer--Volunteer NATURE: A Maryland based 501c7 organization (OTSAM, EIN 52-2019624)dedicated to the promotion of soccer at all levels (youth, high school, college, pro) and honoring deserving participants from a legacy perspective. Number of hours: 4, hours during securities trading hours: 0, Start date: 07/18/2018, Address: 718 Anneslie Road, Baltimore MD 21212-2001, Description: Manage cash disbursements and receipts, forecasts and general managerial duties of the organization. Potential for creation of unaudited financial proformas. Manage membership roles. Occasional presentation of financial position to other board members. FIle Form 990N annually 5. Raffles Unit 333, Is Not Investment Related, 127th Street, Unit 333, Ocean City, MD, 21842, Rental property, NA, 2022-01-01, 0 hours per month, 0 hours per month during trading hours, Other Compensation, Personal rental property. 6. Dolphin Cove Homeowners Association, Is Not Investment Related, Star Hospitality Management, 26530 Mallard Way, Punta Gorda, FL, 33950, Board of Directors,Treasurer,2023-03-16,8 hours per month,0 hours per month during trading hours, No Compensation Compensation, Represent homeowners in association as a board member in a community where I reside in winter
CRS (Client Relationship Summary) - RIA
Click below to view Bernard Philip Mcvey'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
August 16, 2022 - Present
ARKADIOS WEALTH ADVISORS
Office #1: 134 Industry Lane, Suite 5, Forest Hill, MD 21050RIA
CRD#: 288863
Forest Hill, MD
Current
August 16, 2022 - Present
ARKADIOS CAPITAL
Office #1: 134 Industry Lane, Suite 5, Forest Hill, MD 21050BD
CRD#: 282710
Forest Hill, MD
Past
April 27, 2016 - September 30, 2022
KALOS MANAGEMENT
RIA
CRD#: 133025
Forest Hill, MD
Past
March 22, 2016 - September 30, 2022
KALOS CAPITAL, INC.
BD
CRD#: 44337
FOREST HILL, MD
Past
June 5, 1996 - December 31, 1998
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
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
Kentucky(8/16/2022)
RR
Maryland(8/16/2022)
IAR
Maryland(8/16/2022)
RR
Virginia(8/16/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ARKADIOS WEALTH ADVISORS
CRD#: 288863Forest Hill, MD 21050TRUST BUT VERIFY
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