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Timothy Spampinato
ARCADIA WEALTH MANAGEMENT
Manchester, NH 03101
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CRD#: 7935459
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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.
name; Arcadia Financial Group, LLC investment-related; YES address; 155 Dow St. STE 301 Manchester NH 03101 nature business; Finances - Retirement Planning - Insurance products and services are offered and sold through Arcadia Financial Group, LLC and individually licensed and appointed insurance agents. position; Paraplanner start date; 2024-05-21 hours/month devoted to business; 176 hours devoted to business during securities trading hours; 1.5 duties; Prepare cases for retirement planning;
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Spampinato's 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®
NoneExperience
Current
June 10, 2025 - Present
ARCADIA WEALTH MANAGEMENT, LLC
Office #1: 155 Dow Street Suite 301, Manchester, NH 03101RIA
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
General Industry/Product Exam
RR
Series 7TO
Date: 12/23/2024
General Securities Representative ExaminationGeneral 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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,615 |
| AUM (Assets Under Management) | $ 380,224,278 |
Red Flags
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