Alexander Aaron Bull

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

• 05/2019 → 01/2020
  Fidelity Brokerage Services Llc
  Merrimack, NH
• 05/2015 → 01/2020
  Walt Disney Company Outlet Store
  Merrimack, NH
• 08/2013 → 05/2017
  Wheaton College
  Norton, MA
• 08/2021 → Present
  Arcadia Wealth Management, Llc
  Manchester, NH
• 08/2021 → Present
  Arcadia Wealth Management, Llc
  Manchester, NH
• 01/2020 → 03/2021
  Fidelity Investments
  Merrimack, NH
• 03/2021 → 08/2021
  Na
  Na, XX

Previous Registrations

• 2020-01-13 → 2021-04-01
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Other Businesses

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;

Exams

• S66 Uniform Combined State Law Examination
  2019-11-18

Other Names

• Alex Bull
• Alexander Aaron Bull
• Alexander Bull