Ryan Raphael
Professional Summary
Ryan Raphael, who also goes by Ryan Christopher Raphael, is a registered financial advisor currently at ARCADIA WEALTH MANAGEMENT, LLC located in Manchester, New Hampshire. Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Ryan has worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ryan Christopher Raphael
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Videos & Posts
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Contact Information
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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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Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ARCADIA WEALTH MANAGEMENT, LLC
Contact Information
Main Address
155 Dow Street Suite 301, Manchester, NH 03101Phone Number
(603) 681-9190# of Employees
20SEC notice filing (8 States and Territories)
Registered to provide investment advisory services in 8 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
2,014AUM (Assets Under Management)
$445,515,434Similar Advisors
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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.
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Primary Firm SEC Registration
ARCADIA WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(7/14/2023)
(7/14/2023)
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 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 2018About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Ryan Raphael's CRS (Customer Relationship Summary).
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