Allison Marie Vanaski
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Business Services
Specializations
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...
Other Aliases
Allison Marie Wioniewski, Allison Marie Wisniewski
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
ARCADIA WEALTH MANAGEMENT | ARCADIA WEALTH MANAGEMENT, INC.
Contact Information
Main Address
10 Edgewood Avenue, Smithtown, NY 11787Phone Number
(631) 549-5400# of Employees
6SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
924AUM (Assets Under Management)
$383,594,739Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/04/2025 | Cover Page | Report |
| 07/08/2024 | Cover Page | Report |
| 08/29/2023 | Cover Page | Report |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ARCADIA WEALTH MANAGEMENT | ARCADIA WEALTH MANAGEMENT, INC.
State Registrations and Notice Filings
(7/15/2021)
(7/15/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Dec 2008Series 14A — Compliance Official Specialist Exam
Passed Dec 2010Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Allison Marie Vanaski's CRS (Customer Relationship Summary).
Services Offered by Allison
- Financial Planning
- Retirement Planning
- Investment Management
- Estate & Legacy Planning
- Business Services
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