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WS

William J. Salazar

ARCADIA WEALTH MANAGEMENT
Manchester, NH 03101
Some features on this profile are disabled
CRD#: 7231735
WS

Professional summary

William James Salazar, who also goes by William Salazar, is a registered financial advisor currently at ARCADIA WEALTH MANAGEMENT, LLC located in Manchester, New Hampshire.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. William has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Salazar

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William James Salazar'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

April 9, 2026 - Present

ARCADIA WEALTH MANAGEMENT, LLC

Office #1: 155 Dow Street Suite 301, Manchester, NH 03101
RIA
CRD#: 284925
Manchester, NH
Past

January 18, 2024 - March 16, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
WALTHAM, MA
Past

January 3, 2024 - March 16, 2026

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

October 10, 2022 - December 18, 2023

LINCOLN INVESTMENT

RIA
CRD#: 519
WALTHAM, MA
Past

October 7, 2022 - December 18, 2023

LINCOLN INVESTMENT

BD
CRD#: 519
WALTHAM, MA
Past

June 22, 2022 - September 14, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ALCOA, TN
Past

June 22, 2022 - September 14, 2022

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ALCOA, TN
Past

December 22, 2020 - May 25, 2022

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
WAKEFIELD, MA
Past

May 23, 2020 - May 25, 2022

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
WAKEFIELD, MA

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
ARCADIA WEALTH MANAGEMENT, LLC
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)

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
(4/16/2026)
IAR
New Hampshire
(4/9/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/25/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/23/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 1/25/2020
Securities Industry Essentials Examination

Current Firm

AW
ARCADIA WEALTH MANAGEMENT, LLC
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
19

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A (11/14/2025)

Regulatory assets under management

Total Number of Accounts2,615
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.

Company Information

ARCADIA WEALTH MANAGEMENT, LLC

CRD#: 284925Manchester, NH 03101

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