BC
Bryan R. Cogliano
ARKADIOS WEALTH ADVISORS
Berwyn, PA 19312
Some features on this profile are disabled
CRD#: 4367535
BC
Professional summary
Bryan R Cogliano, CFP®, who also goes by Bryan Robert Cogliano, is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Berwyn, Pennsylvania and ARKADIOS CAPITAL located in Berwyn, Pennsylvania.
Bryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Bryan has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bryan Robert Cogliano
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) Bryan Cogliano, 850 Cassatt Road /100 Berwyn Park, Suite 200 Berwyn, Pennsylvania 19312, Category: Insurance/Life settlements, Investment Related: YES, Title: agent, Duties: Offer life settlements, Start Date: 07/13/2016, Hours per Month: 1, Hours per Month during trading hours: 1. 2) Bryan Cogliano 850 Cassatt Road /100 Berwyn Park Berwyn PA 19312 Category: Insurance, Investment Related: YES, Title: agent, Duties: Offering accident and health insurance, disability insurance, fixed annuities, indexed annuities, long term care insurance, property and casualty insurance, and traditional life insurance, Start Date: 06/12/2014, Hours per Month: 80, Hours per Month during trading hours: 80. 3) Bryan Cogliano 850 Cassatt Road Berwyn Park Suite 200, Berwyn PA 19312 Category: INSURANCE ,Investment Related: YES Title: AGENT , Duties: OFFERING PREMIUM FINANCING, Start Date: 04/29/2015, Hours per Month: 1, Hours per Month during trading hours: 1 4) Cogliano Private Wealth Strategies , Inc., 850 Cassatt Road, 100 Berwyn Park Suite 200 Berwyn PA 19312 , Category: Entity/Insurance, Investment Related: YES Title: Sole Owner, Duties: S Corp expense management re: sale of health insurance, commission based group benefits, disability insurance, health savings accounts, long term care insurance, and traditional life insurance, Start Date: May 3 2016, Hours per Month: 2, Hours per Month during trading hours: 1. 5) COGLIANO FINANCIAL SERVICES INC. , 850 CASSATT ROAD /100 BERWYN PARK, SUITE 200, BERWYN, PENNSYLVANIA 19312, CATEGORY: ENTITY, INVESTMENT RELATED: Y, TITLE: SOLE OWNER, DUTIES: EXPENSE MANAGEMENT FOR ENTITY OFFERING HEALTH INSURANCE, COMMISSION- BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, HEALTH SAVINGS ACCOUNTS, LONG TERM CARE INSURANCE, AND TRADITIONAL FIXED LIFE INSURANCE, START DATE: 03/22/2019, HOURS PER MONTH: 2, HOURS PER MONTH DURING TRADING HOURS: 1. 6)REVOLUTION X,Is Not Investment Related,,Referral,Founder,2024-01-31,1 hours per month,0 hours per month during trading hours,Fee Based Compensation,Referral to Commercial Lending resources; referral fee
CRS (Client Relationship Summary) - RIA
Click below to view Bryan R Cogliano'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®
CFP®
Start date: 2005
Experience
Current
May 5, 2021 - Present
ARKADIOS WEALTH ADVISORS
Office #1: 801 Cassatt Road 100 Berwyn Park Suite 205, Berwyn, PA 19312RIA
CRD#: 288863
Berwyn, PA
Current
May 5, 2021 - Present
ARKADIOS CAPITAL
Office #1: 801 Cassatt Road 100 Berwyn Park Suite 205, Berwyn, PA 19312BD
CRD#: 282710
Berwyn, PA
Past
June 13, 2014 - May 10, 2021
OSAIC FA, INC.
RIA
CRD#: 3978
BERWYN, PA
Past
June 12, 2014 - May 10, 2021
OSAIC FA, INC.
BD
CRD#: 3978
BERWYN, PA
Past
November 8, 2010 - September 16, 2014
NEWSQUARE CAPITAL, LLC
RIA
CRD#: 152430
NEWTOWN SQUARE, PA
Past
September 4, 2007 - June 18, 2014
NEW ENGLAND SECURITIES
RIA
CRD#: 615
NEWTOWN SQUARE, PA
Past
October 15, 2001 - June 18, 2014
NEW ENGLAND SECURITIES
BD
CRD#: 615
NEWTOWN SQUARE, PA
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
Arizona(5/5/2021)
RR
California(5/5/2021)
RR
Colorado(7/25/2025)
RR
Connecticut(5/5/2021)
RR
Delaware(5/5/2021)
RR
Florida(5/5/2021)
RR
Georgia(11/30/2021)
RR
Maryland(5/5/2021)
RR
Massachusetts(5/5/2021)
RR
Missouri(9/24/2024)
RR
New Jersey(5/5/2021)
RR
New York(5/5/2021)
RR
North Carolina(5/5/2021)
RR
Oklahoma(5/9/2024)
RR
Oregon(1/3/2023)
RR
Pennsylvania(5/5/2021)
IAR
Pennsylvania(5/5/2021)
RR
South Carolina(5/5/2021)
RR
Tennessee(11/20/2024)
RR
Texas(8/2/2021)
RR
Virginia(10/12/2023)
Exams
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.
