Michael R. Panico

ARCADIA WEALTH MANAGEMENT

Manchester, NH 03101

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CRD#: 4677661

Professional summary

Michael Richard Panico, CFP® is a registered financial advisor currently at ARCADIA WEALTH MANAGEMENT, LLC located in Manchester, New Hampshire.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Richard Panico'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

October 7, 2016 - Present

ARCADIA WEALTH MANAGEMENT, LLC

Office #1: 155 Dow Street Suite 301, Manchester, NH 03101

RIA

CRD#: 284925

Manchester, NH

Past

January 31, 2011 - October 31, 2016

GWN SECURITIES INC.

RIA

CRD#: 128929

Salem, NH

Past

January 31, 2011 - October 31, 2016

GWN SECURITIES INC.

CRD#: 128929

Salem, NH

Past

December 5, 2005 - February 4, 2011

EQUITY SERVICES, INC.

CRD#: 265

NEWTON, MA

Past

August 8, 2003 - November 9, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 8, 2003 - November 9, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

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".

ARCADIA WEALTH MANAGEMENT, LLC

CRD#: 284925 / SEC#: 801-121212

RIA

Registered Investment Advisory firm - (5/14/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (6/9/2021 Terminated)

New Hampshire

Registered Investment Advisory firm - (6/9/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(3/2/2017)

IAR

New Hampshire
(10/7/2016)

IAR

Texas
(5/24/2022)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/2/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/7/2003

General Securities Representative Examination

Current Firm

ARCADIA WEALTH MANAGEMENT, LLC

CRD#: 284925 / SEC#: 801-121212

RIA

Registered Investment Advisory firm - (5/14/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (6/9/2021 Terminated)

New Hampshire

Registered Investment Advisory firm - (6/9/2021 Terminated)

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Contact information

Main Address

155 Dow Street Suite 301, Manchester, NH 03101

Mailing Address

Phone number

(603) 681-9190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (11/14/2025)

Regulatory assets under management

Total Number of Accounts	2,615
AUM (Assets Under Management)	$ 380,224,278

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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Michael R. Panico

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Richard Panico's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARCADIA WEALTH MANAGEMENT, LLC

GWN SECURITIES INC.

GWN SECURITIES INC.

EQUITY SERVICES, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ARCADIA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/2/2003

SIE

Date: 10/31/2016

Series 7

Date: 8/7/2003

Current Firm

ARCADIA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCADIA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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