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NM

Nicholas J. Molite

ARKADIOS WEALTH ADVISORS
Forest Hill, MD 21050
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CRD#: 5785965
NM

Professional summary


Nicholas J Molite, who also goes by Nicholas Molite, Nicholas J Molite, Nick Molite, is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in Forest Hill, Maryland and ARKADIOS CAPITAL located in Forest Hill, Maryland.

Nicholas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Nicholas has worked at 10 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Nicholas Molite | Nicholas J Molite | Nick Molite

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.
Akers Financial Group, Investment related, 134 Industry Lane, Suite 5, Forest Hill MD 21050, Position: Investment Advisor NATURE: Comprehensive financial planning services and investments, BPM, Number of hours: 80 Hours during securities trading hours: 80, Start date: 5/9/2025, Description: Preparation of financial plans and recommendations, sales of investment related products, Life and Health Insurance sales, BPM

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Nicholas J Molite'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

June 24, 2025 - Present

ARKADIOS WEALTH ADVISORS

Office #1: 134 Industry Lane, Suite 5, Forest Hill, MD 21050
RIA
CRD#: 288863
Forest Hill, MD
Current

June 25, 2025 - Present

ARKADIOS CAPITAL

Office #1: 134 Industry Lane, Suite 5, Forest Hill, MD 21050
BD
CRD#: 282710
Forest Hill, MD
Past

July 28, 2023 - May 2, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
BALTIMORE, MD
Past

July 28, 2023 - May 2, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
BALTIMORE, MD
Past

January 14, 2020 - July 20, 2023

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Cockeysville, MD
Past

January 14, 2020 - July 20, 2023

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Cockeysville, MD
Past

July 25, 2018 - December 31, 2019

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
BEL AIR, MD
Past

July 25, 2018 - December 31, 2019

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
BEL AIR, MD
Past

May 10, 2018 - July 10, 2018

SFG WEALTH MANAGEMENT

RIA
CRD#: 285785
Towson, MD
Past

May 10, 2018 - July 19, 2018

LPL FINANCIAL LLC

BD
CRD#: 6413
TOWSON, MD
Past

October 15, 2015 - May 23, 2018

M&T SECURITIES, INC.

RIA
CRD#: 17358
ABINGTON, MD
Past

September 12, 2014 - May 23, 2018

M&T SECURITIES, INC.

BD
CRD#: 17358
ABINGTON, MD
Past

November 22, 2013 - September 9, 2014

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
BEL AIR, MD
Past

July 5, 2010 - November 7, 2013

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEWARK, DE

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

IAR
Maryland
(6/24/2025)
RR
Maryland
(6/25/2025)
RR
Pennsylvania
(6/25/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/14/2015
Uniform Combined State Law Examination
State Security Law 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
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)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PEAK WRAP FEE PROGRAM BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts12,091
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.

Company Information


ARKADIOS WEALTH ADVISORS

CRD#: 288863Forest Hill, MD 21050

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