Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
2yrs
Based in Jacksonville, Florida, Alan Sievert is a fiduciary financial advisor with 2 years of industry experience. Alan has been with Arkadios Wealth Advisors since 2024. Arkadios Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office10739 Deerwood Park Blvd #105, Jacksonville, FL 32256
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowArkadios Wealth AdvisorsCurrent firm
Contact Alan
(404) 445-0035Firm headquarters in Atlanta, GA. Ask for Alan. 10739 Deerwood Park Blvd #105Jacksonville, FL 32256Office · Get directions LinkedIn pageArkadios Wealth Advisors
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Questions to ask Alan
Tailored to Alan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Alan
How do I contact Alan?
Call Arkadios Wealth Advisors at (404) 445-0035 and ask for Alan Sievert. Alan works from the Jacksonville, FL office.
How long has Alan been a financial advisor?
Alan has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Alan hold?
Series 66. Tap any license on this page to see what it allows.
Is Alan a fiduciary?
Alan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alan paid?
Arkadios Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Alan 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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