Dylan Gregory Levey | Financial Professional | Hoover, Alabama | ARKADIOS WEALTH ADVISORS

Professional summary

Dylan Gregory Levey is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Hoover, Alabama and ARKADIOS CAPITAL located in Hoover, Alabama.

Dylan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Dylan has worked at 14 firms and has passed the Series 66, SIE and Series 7 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) DIAMOND HEAD BUILDING LLC, NOT INVESTMENT RELATED, ADDRESS: 3164 STARLAKE DRIVE, HOOVER AL 35226, United States, POSITION: PRESIDENT NATURE: PROFESSIONAL COMMERICAL BUILDING WITH VARIOUS SUITES FOR TENANTS. RENTAL PROPERTY INVESTMENT FOR PASSIVE INCOME. NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/29/2023, DESCRIPTION: I AM PURCHASING THE BUILDING TO BE ABLE TO MOVE MY BUSINESS INTO IT. I WILL BE COLLECTING RENT FROM OTHER TENANTS. THIS IS AN ADDITIONAL REAL ESTATE INVESTMENT TO DIVERSIFY MY HOLDINGS. 2)RENTAL PROPERTY; Owner; I own one single family rental house. I collect rent once a month and take care of any repairs.�Have a Personal Umbrella Policy to cover any�unforeseen liabilities.�; NIR; 0; 04/01/2021; 3164 STARLAKE DRIVE HOOVER AL 35226; I am the owner, Contact person.�Renters call me with any questions. I collect rent monthly.� 3)CROSS COUNTRY CONSULTING; MEMBER; PROVIDE HIGHER EDUCATION ESTABLISHMENTS WITH ADVICE FOR WRITING GRANTS FOR GOVTFUNDING FOR HIGHER EDUCATION.�DR. JOYCE LEVEY IS THE ONLY EMPLOYEE. AND THE ONLY PERSON GIVING ANY ADVISE REGARDING GRANTS AND IMPROVING WAYS TO INCREASE HIGHER EDUCATION GOVT MANDATES.**CCC IS CURRENTLY INACTIVE ***; NIR; 0; 02/09/2016; 3164 STARLAKE DRIVE HOOVER AL 35226; PRESIDENT.�OPERATIONAL SUPORT.�**CCC IS CURRENTLY INACTIVE *** 4)TOP MARKET FINANCIAL ADVISORS, LLC; INVESTMENT RELATED, 4956 VALLEYDALE ROAD BIRMINGHAM AL 35242; PRESIDENT; RUN ALL OPERATIONAL ACTIVITIES REGARDING BUSINESS.�MARKET AND PROMOTE BROKER DEALER FIRM. SERVICE CLIENT'S FINANCIAL NEEDS VIA INVESTMENT PRODUCTS AND INSURANCE SOLUTIONS. 130 HOURS/MONTH DURING SECURITIES TRADING HOURS; STARTED 06/24/2021; RUN ALL OPERATIONAL ACTIVITIES REGARDING BUSINESS. PROVIDE FINANCIAL RESOURCES TO CLIENTS TO MEET THEIR FINANCIAL NEEDS. MEET WITH CLIENTS VIA PHONE, IN-PERSON, AT BUSINESS ECT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Gregory Levey'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

August 14, 2026 - Present

ARKADIOS WEALTH ADVISORS

Office #1: 1957 Hoover Court, Suite 210, Hoover, AL 35226

RIA

CRD#: 288863

Hoover, AL

Current

August 14, 2026 - Present

ARKADIOS CAPITAL

Office #1: 1957 Hoover Court, Suite 210, Hoover, AL 35226

BD

CRD#: 6363

MINNEAPOLIS, MN

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

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

Alabama
(8/14/2026)

IAR

Alabama
(8/14/2026)

RR

California
(8/14/2026)

RR

Florida
(8/14/2026)

RR

Georgia
(8/17/2026)

RR

Ohio
(8/14/2026)

RR

Tennessee
(8/14/2026)

RR

Texas
(8/14/2026)

IAR

Texas
(8/14/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Current Firm

AW

ARKADIOS WEALTH ADVISORS

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (6/9/2026)

PEAK WRAP FEE PROGRAM BROCHURE (3/31/2026)

Regulatory assets under management

Total Number of Accounts	14,886
AUM (Assets Under Management)	$ 8,789,840,262

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.

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Advisor Monitoring

Firm Stability Insights

Dylan G. Levey

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dylan Gregory Levey's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARKADIOS CAPITAL

CETERA INVESTMENT ADVISERS LLC

CETERA WEALTH SERVICES, LLC

AVANTAX ADVISORY SERVICES

AVANTAX ADVISORY SERVICES

AVANTAX INVESTMENT SERVICES, INC.

BBVA SECURITIES INC.

PNC MANAGED ACCOUNT SOLUTIONS, INC.

ST JOHNS WEALTH MANAGEMENT

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BBVA COMPASS INVESTMENT SOLUTIONS, INC

AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC

AMSOUTH INVESTMENT SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ARKADIOS WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2001

SIE

Date: 10/1/2018

Series 7

Date: 12/8/2000

FINRA

Current Firm

ARKADIOS WEALTH ADVISORS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARKADIOS WEALTH ADVISORS

TRUST BUT VERIFY

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