Benjamin Carney Bateman
Investment Adviser Representative at Arkadios Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Benjamin Carney Bateman is an investment adviser representative with Arkadios Wealth Advisors in Rehoboth Beach, DE, where they have been registered since 2021. They have worked in the securities industry since 2015 and have been registered with 4 firms, including Lincoln Financial Advisors Corporation and METZ Capital Management LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Delaware.
Registrations & licenses
- Investment adviser:
- Delaware
- Broker:
6 states and territories
Connecticut, Delaware, Florida, Maryland, Missouri, Oregon
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Dorey AND Bateman LLCJul 2014 – no end date reportedGeorgetown, DE
- Arkadios CapitalMay 2021 – no end date reportedAtlanta, GA
- Arkadios WealthMay 2021 – no end date reportedAtlanta, GA
- Lincoln Financial Advisors CorporationMay 2020 – May 2021Rehoboth Beach, DE
- Bateman Enterprises LLCApr 2020 – no end date reportedLewes, DE
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Arkadios Wealth Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $50,000
- Crest $0-$250K2.00%
- Crest $250K-$500K1.75%
- Crest $500K+1.50%
- Third-Party $0-$250K2.25%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 218
- Offices listed on AdvisorFinder:
- 24
- Main office:
- Atlanta, GA
- SEC file number:
- 801-110833
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at Arkadios Wealth Advisors
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Carney Bateman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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