TS

Timothy Spampinato

ARCADIA WEALTH MANAGEMENT
Manchester, NH 03101
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CRD#: 7935459
TS

Professional summary


Timothy Spampinato is a registered financial advisor currently at ARCADIA WEALTH MANAGEMENT, LLC located in Manchester, New Hampshire.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Timothy has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.

CRS (Client Relationship Summary) - RIA


Click below to view Timothy Spampinato'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 10, 2025 - Present

ARCADIA WEALTH MANAGEMENT, LLC

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

January 2, 2025 - January 29, 2025

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
PORTSMOUTH, NH
Past

December 23, 2024 - January 29, 2025

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
PORTSMOUTH, NH

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
(6/18/2025)
IAR
New Hampshire
(6/10/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/28/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/23/2024
General Securities Representative Examination
General Industry/Product Exam

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)
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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
19

SEC notice filing (7 States and Territories)


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Regulatory assets under management


Total Number of Accounts2,615
AUM (Assets Under Management)$ 380,224,278

Red Flags


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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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