Merrill
47yrs
Top 1% by experience in Naples
41yrs
Michael Sinclair
Full name on record: Michael Jerome Sinclair
Financial advisor at Arkadios Wealth Advisors
Michael Sinclair is a financial advisor in Naples, Florida, with 41 years in the industry. After ten years at Triad Advisors and a year at MSI Financial Services, Michael joined Arkadios Wealth Advisors in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the ChFC designation.
At a glance
Experience41 years (since 1985)
How that compares ?Top 3% by experience in Florida
OfficeNaples, FL
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$516,266
Advisors at the firm219
States licensed ?1 state
Services through Arkadios Wealth Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowArkadios Wealth AdvisorsCurrent firm
- 2013 – 2023Triad Advisors LLCPreviously
- Sep 2012 – Dec 2013MSI Financial Services, Inc.Previously
- Jan 2011 – Sep 2012Vicus Capital, Inc.Previously
- 2006 – 2012Walnut Street Securities, Inc.Previously
- 1991 – 2011Sinclair Financial GroupPreviously
Contact Michael
Naples, FLOffice · Get directions Firm main line(404) 445-0035Headquarters: Arkadios Wealth Advisors · Atlanta, GA LinkedIn pageArkadios Wealth AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Arkadios Wealth Advisors at (404) 445-0035 and ask for Michael Sinclair. Michael works from the Naples, FL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1985, about 41 years. Top 3% by experience in Florida.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
Arkadios Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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