Allison M. Vanaski
ARCADIA WEALTH MANAGEMENT
Smithtown, NY 11787
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CRD#: 4830183
Professional summary
Allison Marie Vanaski, CFP®, who also goes by Allison Marie Wioniewski, Allison Marie Wisniewski, is a registered financial advisor currently at ARCADIA WEALTH MANAGEMENT located in Smithtown, New York.
Allison is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Allison has worked at 3 firms and has passed the Series 63, Series 55, Series 7 and Series 14A exams.
Core Areas of Focus
Divorce Planning
Financial Psychology/Coaching
High Net Worth Client Needs
Retirement Planning & Distribution Rules
Women's Financial Planning Issues
Biography
Allison is a CERTIFIED FINANCIAL PLANNER™ practitioner. She has been working on Wall Street since 2005 and joined the Arcadia team in 2012.
Allison holds a Bachelor Degree in Finance from Villanova University, with a minor in communication. She was captain of the Varsity Softball team at Villanova and President of the Student Athlete Advisory Committee.
Allie grew up in Smithtown, Long Island, and lives Rockville Centre, NY with her husband Scott and her baby boy Cooper. She enjoys spending time with her family, playing co-ed sports and traveling.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Life Transitions
Investment Planning
Divorce Planning
Estate Planning
Employee and Employer Plan Ben...
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Allison Marie Wioniewski | Allison Marie Wisniewski
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.
CRS (Client Relationship Summary) - RIA
Click below to view Allison Marie Vanaski'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: 2014
Experience
Current
July 15, 2021 - Present
ARCADIA WEALTH MANAGEMENT
Office #1: 10 Edgewood Avenue, Smithtown, NY 11787RIA
CRD#: 165504
Smithtown, NY
Past
July 16, 2008 - February 13, 2012
KNIGHT CAPITAL AMERICAS, L.P.
BD
CRD#: 38599
JERSEY CITY, NJ
Past
November 23, 2005 - July 25, 2008
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
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
ARCADIA WEALTH MANAGEMENT | ARCADIA WEALTH MANAGEMENT, INC.
CRD#: 165504 / SEC#: 801-77175
RIA
Registered Investment Advisory firm - (9/25/2012 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.Highlighted states indicate IAR registrations
IAR
New York(7/15/2021)
IAR
Texas(7/15/2021)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 12/8/2008
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14A
Date: 12/10/2010
Compliance Official Specialist ExamCurrent Firm
ARCADIA WEALTH MANAGEMENT
ARCADIA WEALTH MANAGEMENT | ARCADIA WEALTH MANAGEMENT, INC.
CRD#: 165504 / SEC#: 801-77175
RIA
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Contact information
Main Address
10 Edgewood Avenue, Smithtown, NY 11787
Mailing Address
Phone number
(631) 549-5400
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 898 |
| AUM (Assets Under Management) | $ 309,319,538 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/04/2025 | ||
| 07/08/2024 | ||
| 08/29/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
