Glen V Guglielmina

Employer firm

Arkadios Wealth Advisors CRD 288863

$8.79B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

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

Current Employers

Arkadios Wealth Advisors

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2023-02-28

CA RA
APPROVED

Since 2023-02-28

Branch Locations

Redwood City, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Self	Belmont	CA	03/2005	Present
Arkadios Capital	Atlanta	GA	07/2021	Present
Investment Architects, Inc.	Redwood Shores	CA	12/2008	07/2021
Arkadios Wealth Advisors	Atlanta	GA	01/2023	Present

03/2005 → Present

Self

Belmont, CA
07/2021 → Present

Arkadios Capital

Atlanta, GA
12/2008 → 07/2021

Investment Architects, Inc.

Redwood Shores, CA
01/2023 → Present

Arkadios Wealth Advisors

Atlanta, GA

Other Businesses

I AM AN INSURANCE AGENT LICENSED IN THE STATE OF CALIFORNIA. I SELL LIFE INSURANCE AND ANNUITIES. I STARTED THIS BUSINESS IN APPROXIMATELY MARCH OF 2005. I OPERATE AS A SOLE PROPRIETORSHIP. I WILL PROBABLY DEVOTE APPROXIMATELY TWO HOURS PER TRADING DAY TO THIS BUSINESS. THE INSURANCE BUSINESS MAY BE CONSIDERED TO BE INVESTMENT RELATED DUE TO THE NATURE OF SOME PRODUCTS, SUCH AS INDEX-LINKED AND VARIABLE ANNUITIES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-02-27
S63	Uniform Securities Agent State Law Examination	2009-01-05

S65 Uniform Investment Adviser Law Examination

2023-02-27
S63 Uniform Securities Agent State Law Examination

2009-01-05

Other Names

Glen Vincent Guglielmina

View on SEC IAPD