Ryan Raphael

ARCADIA WEALTH MANAGEMENT

Manchester, NH 03101

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CRD#: 6915135

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ryan Christopher Raphael

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.

1. 10/03/2022 - Level Four Advisory Services, LLC - DBA: Freedom First Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Start Date: 09/03/2021 - 150 Hours Per Month/7 Hours During Securities Trading - I provide investment advisory services through Level Four Advisory Services, LLC, an SEC registered investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 150 hours per month on this activity. 2. 04/13/2022 - Alpha Solutions Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor/Insurance Agent - Start Date: 03/30/2022- 15 Hours Per Month/5 Hours During Securities Trading. 3. 04/13/2022 - The Financial Partners Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Financial Advisor/Insurance Agent - Start Date: 03/30/2022- 15 Hours Per Month/5 Hours During Securities Trading.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Raphael'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

July 14, 2023 - Present

ARCADIA WEALTH MANAGEMENT, LLC

Office #1: 155 Dow Street Suite 301, Manchester, NH 03101

RIA

CRD#: 284925

Manchester, NH

Past

October 3, 2022 - June 15, 2023

LEVEL FOUR ADVISORY SERVICES

RIA

CRD#: 134086

Roanoke, VA

Past

October 3, 2022 - June 15, 2023

LEVEL FOUR FINANCIAL, LLC

CRD#: 25700

FINCASTLE, VA

Past

September 7, 2021 - November 22, 2022

GOOD LIFE ADVISORS, LLC

RIA

CRD#: 171898

Roanoke, VA

Past

January 15, 2021 - October 7, 2021

LEVEL FOUR ADVISORY SERVICES

RIA

CRD#: 134086

Roanoke, VA

Past

January 7, 2021 - October 13, 2022

LPL FINANCIAL LLC

CRD#: 6413

ROANOKE, VA

Past

January 23, 2020 - August 28, 2020

EDWARD JONES

RIA

CRD#: 250

ROANOKE, VA

Past

December 4, 2019 - August 28, 2020

EDWARD JONES

CRD#: 250

ROANOKE, VA

Past

July 28, 2018 - December 23, 2019

BANKERS LIFE SECURITIES, INC.

CRD#: 173962

GREENSBORO, NC

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, LLC

CRD#: 284925 / SEC#: 801-121212

RIA

Registered Investment Advisory firm - (5/14/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (6/9/2021 Terminated)

New Hampshire

Registered Investment Advisory firm - (6/9/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Massachusetts
(7/14/2023)

IAR

New Hampshire
(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

State Security Law Exam

IAR

Series 66

Date: 1/22/2020

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/9/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/30/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/28/2018

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARCADIA WEALTH MANAGEMENT, LLC

CRD#: 284925 / SEC#: 801-121212

RIA

Registered Investment Advisory firm - (5/14/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (6/9/2021 Terminated)

New Hampshire

Registered Investment Advisory firm - (6/9/2021 Terminated)

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Contact information

Main Address

155 Dow Street Suite 301, Manchester, NH 03101

Mailing Address

Phone number

(603) 681-9190

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (11/14/2025)

Regulatory assets under management

Total Number of Accounts	2,615
AUM (Assets Under Management)	$ 380,224,278

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.

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Advisor Monitoring

Firm Stability Insights

Ryan Raphael

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Raphael's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEVEL FOUR ADVISORY SERVICES

LEVEL FOUR FINANCIAL, LLC

GOOD LIFE ADVISORS, LLC

LEVEL FOUR ADVISORY SERVICES

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

BANKERS LIFE SECURITIES, INC.

Primary Firm SEC Registration

ARCADIA WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/22/2020

Series 63

Date: 10/9/2018

Series 7TO

Date: 12/30/2019

SIE

Date: 10/1/2018

Series 6

Date: 7/28/2018

Current Firm

ARCADIA WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCADIA WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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