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MW

Mem S. Webb

ARKADIOS WEALTH ADVISORS | First Vice President–Wealth Management
Homewood, AL 35209
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CRD#: 3129768
MW

Professional summary


Mem Stewart Webb JR, who also goes by Mem Stewart Webb, Mem Stewart Stewart Webb Jr, Mem Stewart Webb Jr Jr, is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Homewood, Alabama and ARKADIOS CAPITAL located in Homewood, Alabama.

Mem is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Mem has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mem Stewart Webb | Mem Stewart Stewart Webb Jr | Mem Stewart Webb Jr Jr

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. Coastal Conservation Association (CCA Alabama) - Birmingham Chapter. No compensation involved. Do not manage finances or handle accounts for them. Volunteer each spring to host a fundraising event. 2. Personal Rental Properties- Address: 2807 Overton Road, Birmingham, AL 35223. I currently own 4 rental homes. I own one independently myself and three jointly with my spouse. Currently, I manage and maintain all four properties. I have owned and managed them since 2012. Currently, these properties generate more than 10% of my annual income each year. I spend a few hours every month, all of which is generally not done during trading hours. 3. Atkeison Properties LLC- address: PO Box 489, Demopolis, AL. I am a member of family LLC I inherited from my mother in 2020. The LLC manages a few commercial properties and generates a small amount of annual income. Currently, I do not manage the LLC and it does not require any of my time to manage it. 4. Cedar Street Square LLC- address: PO Box 250, Demopolis, AL. I am a member of family LLC I inherited from my aunt in 2019. The LLC owns a commercial property and generates a very small amount of annual income. Currently, I do not manage the LLC and it does not require any of my time. 5. John C Webb and Sons LLC- address: PO Box 250, Demopolis, AL. I am a member of family LLC I inherited from my aunt in 2019. The LLC owns a few small residential and commercial properties and does not generate any income. Currently, I do not manage the LLC and it does not require any of my time. 6. Insurance Carriers- Various, Investment related, Insurance sales, various carriers for life, annuity or LTC. started 6/1/2023, 1 hour/month during securities trading hours. 7. Coastal Conservation Association, Is Not Investment Related, 25595 Canal Road I, Orange Beach, AL, 36561, United States, Charitable Organization, State Board Directors Member, 10/14/2024, 1 hours per month, 0 hours per month during trading hours

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mem Stewart Webb JR's CRS (Customer Relationship Summary).
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®
None

Experience


Current

May 23, 2023 - Present

ARKADIOS WEALTH ADVISORS

Office #1: 3125 Independence Drive, Suite 105, Homewood, AL 35209
RIA
CRD#: 288863
Homewood, AL
Current

May 23, 2023 - Present

ARKADIOS CAPITAL

Office #1: 3125 Independence Drive Suite 105, Homewood, AL 35209
BD
CRD#: 282710
Homewood, AL
Past

March 25, 2009 - June 1, 2023

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NASHVILLE, TN
Past

March 25, 2009 - June 1, 2023

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
NASHVILLE, TN
Past

January 12, 1999 - April 15, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
BIRMINGHAM, AL
Past

December 1, 1998 - April 15, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
BIRMINGHAM, AL

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

IAR
Alabama
(6/1/2023)
RR
Alabama
(6/7/2023)
RR
California
(5/23/2023)
RR
Colorado
(5/23/2023)
RR
Connecticut
(1/2/2025)
RR
Florida
(5/23/2023)
RR
Georgia
(5/23/2023)
RR
Illinois
(6/20/2023)
RR
Kansas
(5/23/2023)
RR
Louisiana
(5/23/2023)
IAR
Louisiana
(6/2/2023)
RR
Michigan
(5/23/2023)
RR
Mississippi
(6/9/2023)
RR
Missouri
(5/23/2023)
RR
Montana
(5/23/2023)
RR
New York
(5/23/2023)
RR
North Carolina
(5/23/2023)
RR
South Carolina
(5/23/2023)
RR
Tennessee
(5/23/2023)
RR
Texas
(5/23/2023)
IAR
Texas
(5/23/2023)
RR
Virginia
(5/23/2023)
RR
Wisconsin
(5/23/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/4/1998
Uniform Investment Adviser Law Examination
State Security Law 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
Registered Investment Advisory firm - (7/17/2017 Approved)
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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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PEAK WRAP FEE PROGRAM BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts12,091
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

First Vice President–Wealth ManagementCRD#: 288863Homewood, AL 35209

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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