William James Salazar

Employer firm

Arcadia Wealth Management, LLC CRD 284925

$446M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2019 → 12/2019
  Unemployed
  Cambridge, MA
• 05/2019 → 09/2019
  Dig Inn
  Boston, MA
• 12/2016 → 02/2019
  The Smoke Shop Bbq
  Cambridge, MA
• 03/2019 → 04/2019
  Unemployed
  Cambridge, MA
• 06/2015 → 11/2016
  Mariano'S Fresh Market
  Chicago, IL
• 12/2019 → 05/2022
  Penn Mutual Life Insurance Company
  Horsham, PA
• 05/2020 → 05/2022
  Hornor Townsend & Kent Llc
  Horsham, PA
• 05/2022 → 09/2022
  Ameriprise Financial Services, Llc
  Alcoa, TN
• 10/2022 → 12/2023
  Lincoln Investment
  Fort Washington, PA
• 12/2023 → 03/2026
  Commonwealth Financial Network
  Waltham, MA
• 03/2026 → Present
  Arcadia Financial
  Manchester, NH
• 03/2026 → Present
  Arcadia Wealth Management, Llc
  Manchester, NH

Previous Registrations

• 2024-01-18 → 2026-03-16
  Commonwealth Financial Network
  Waltham, MA
• 2022-10-10 → 2023-12-18
  Lincoln Investment
  Waltham, MA
• 2022-06-22 → 2022-09-14
  Ameriprise Financial Services, Llc
  Alcoa, TN
  Winter Park, FL
• 2020-12-22 → 2022-05-25
  Hornor, Townsend & Kent, Llc
  Waltham, MA
  Wakefield, MA

Other Businesses

Author, The Smoke Shop's Backyard BBQ: Eat, Drink, and Party Like a Pitmaster; Located in Cambridge, MA, as of 11/01/2019; Approximately 0% of time spent during business hours; Not conducted at branch location; Not investment related. Arcadia Financial; Service Advisor; Investment Related; 155 Dow St. STE 301 Manchester NH 03101; Responsibilities: Service clients by offering financial advice. This may include offering insurance products; 2026-03-16; 5 Hours per month devoted to business during trading hours; 0 Hour per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-25

Designations

• Certified Financial Planner

Other Names

• William Salazar
• William James Salazar