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Michael Joseph Guidry

Arkadios Wealth Advisors

New Orleans, LA

CRD 2559789

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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

AuthorityCategoryStatusDate
LA RA APPROVED 2024-06-26
TX RA APPROVED 2024-06-20
  • LA RA
    APPROVED
    Since 2024-06-26
  • TX RA
    APPROVED
    Since 2024-06-20

Branch Locations

201 N Carrollton Ave, New Orleans, LA 70119 • 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
OrganizationCityStateFromTo
Lpl Financial Llc Metairie LA 02/2014 06/2024
Michael J Guidry Cpa New Orleans LA 01/2002 Present
Arkadios Capital Atlanta GA 06/2024 Present
Arkadios Wealth Advisors Atlanta GA 06/2024 Present
  • 02/2014 → 06/2024
    Metairie, LA
  • 01/2002 → Present
    Michael J Guidry Cpa
    New Orleans, LA
  • 06/2024 → Present
    Arkadios Capital
    Atlanta, GA
  • 06/2024 → Present
    Atlanta, GA
Previous Registrations
  • 2014-02-26 → 2024-06-25
    Metairie, LA
    New Orleans, LA
  • 2012-12-20 → 2014-02-20
    Avantax Advisory Services
    New Orleans, LA
  • 2007-04-17 → 2011-06-06
    Cetera Investment Services Llc
    Houston, TX
    New Orleans, LA
    St Cloud, MN
    Destin, FL
    Leesburg, FL
    Bradenton, FL
    Bradenton, FL
    Parrish, FL
    Sarasota, FL
    Bradenton, FL
    Holmes Beach, FL
    Venice, FL
    Clearwater, FL
Other Businesses

1. 2/26/14 - WEALTH MANAGEMENT - INV REL - FINANCIAL INSTITUTION DUTY - 10% TIME SPENT - MARKETING/TRAINING - TRUST DEPARTMENT. COORDINATING TRAINING AND SEMINAR DEVELOPMENT FOR TRUST DEPT CLIENTS AND PROSPECTS. 2. 02/26/2014 - GULF COAST WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA, 160 hours/month during securities trading hours. 3. 2/26/14 - MICHAEL J GUIDRY CPA/TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER/1%/NEW ORLEANS, LA 4. 07/08/2015 - NO BUSINESS NAME - ACT IN A FIDUCIARY CAPACITY - NOT INV REL - START 05/24/2010 - NO TIME SPENT - BRIAN C. REID (SPOUSE). 5. 1/13/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 01/04/20171 Hour Per Month During Securities Trading. 6)07/14/2017- Gulf Coast Wealth Management - Pullen/Guidry Wealth Management Team-investment related- At reported business location(s)- DBA for LPL Business (entity for LPL business)-start 07/11/17-Hours per month 160/hours during trading 6

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-04
S63 Uniform Securities Agent State Law Examination 1996-07-02
  • S65 Uniform Investment Adviser Law Examination
    2007-05-04
  • S63 Uniform Securities Agent State Law Examination
    1996-07-02

View on SEC IAPD

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