AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
MS

Matthew David Shope

ARKADIOS CAPITAL
Lemoyne, PA
·CRD# 6770784·7 years experience

Professional Summary

Matthew David Shope, who also goes by Matt D Shope, Matt Shope, is a registered financial advisor currently at ARKADIOS CAPITAL located in Lemoyne, Pennsylvania. Matthew is registered as a RR (Registered Representative) and started their career in finance in 2019. Matthew has worked at 4 firms and has passed the Series 7TO and SIE exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Matt D Shope, Matt Shope

Blog Corner

Similar Advisors

Michael Haven Delap
Michael Haven Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
View profile
Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Gabriel Abraham Shahin
Gabriel Abraham Shahin

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Michael Haven Delap
Michael Haven Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Gabriel Abraham Shahin
Gabriel Abraham Shahin

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Michael Haven Delap
Michael Haven Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Gabriel Abraham Shahin
Gabriel Abraham Shahin

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#

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.

Similar Advisors

Michael Haven Delap
Michael Haven Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Gabriel Abraham Shahin
Gabriel Abraham Shahin

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#

Years of Experience

7 years in the financial services industry

Current & Past Employments

ARKADIOS CAPITAL·CRD# 282710
BD
635 North 12th Street 4th Floor, Lemoyne, PA 17043
September 14, 2026 - Present
OSAIC WEALTH, INC.·CRD# 23131
BD
Lemoyne, PA
August 23, 2024 - September 18, 2026
TRIAD ADVISORS LLC·CRD# 25803
BD
Lemoyne, PA
February 25, 2021 - August 23, 2024
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Lemoyne, PA
October 17, 2019 - February 26, 2021

Similar Advisors

Michael Haven Delap
Michael Haven Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Gabriel Abraham Shahin
Gabriel Abraham Shahin

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#

Current Firm

AC
ARKADIOS CAPITAL

ARKADIOS CAPITAL | MSY SECURITIES, LLC | ARKADIOS CAPITAL, LLC

CRD#: 282710 / SEC#: 8-69729
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305

Mailing Address

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305

Phone Number

(404) 445-0035

Established

Georgia since 11/23/2015

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
ARKADIOS HOLDINGS, INC.OWNER—
HARRISON, JOHN DORWARDEXECUTIVE DIRECTOR2361768
MCCOMB, MAX MICHAELEXECUTIVE DIRECTOR1347500
MILLER, NATALIE LANEFINOP, POO, PFO5627988
MILLICAN, DAVID YANCEY IVCEO2788060
SCHWARTZ, GARY STEVENCHIEF COMPLIANCE OFFICER2691699

Disclosures

Regulatory Event

1

Arbitration

1

Similar Advisors

Michael Haven Delap
Michael Haven Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Gabriel Abraham Shahin
Gabriel Abraham Shahin

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#

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.

Similar Advisors

Michael Haven Delap
Michael Haven Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Gabriel Abraham Shahin
Gabriel Abraham Shahin

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 7TO — General Securities Representative Examination

Passed Oct 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jun 2019About the SIE exam
FINRA
SRO Registrations

Similar Advisors

Michael Haven Delap
Michael Haven Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Gabriel Abraham Shahin
Gabriel Abraham Shahin

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Matthew David Shope's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Michael Haven Delap
Michael Haven Delap

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
James Ralph Parker
James Ralph Parker

MORGAN STANLEY

Franklin, TN · CRD#
Gabriel Abraham Shahin
Gabriel Abraham Shahin

FALCON WEALTH PLANNING, LLC

ONTARIO, CA · CRD#
MS
Follow Matthew
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required