Lee Eric Forehand
Investment Adviser Representative at Arkadios Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lee Eric Forehand is an investment adviser representative with Arkadios Wealth Advisors in Dothan, AL, where they have been registered since 2025. They have worked in the securities industry since 2013 and have been registered with 3 firms, including Morgan Stanley and Synovus Securities, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Alabama.
Office
Advisors at this office: 10
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama
- Broker:
4 states and territories
Alabama, Florida, Georgia, Wyoming
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.
- Morgan StanleyDec 2015 – Aug 2025Dothan, AL
- Morgan Stanley Private Bank, National AssociationMar 2016 – Aug 2025New York, NY
- Arkadios CapitalAug 2025 – no end date reportedAtlanta, GA
- Arkadios Wealth AdvisorsAug 2025 – no end date reportedAtlanta, GA
- Morgan Stanley Private Bank, N.AMar 2016 – Aug 2025New York, NY
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
Showing 12 of 218 in the directory
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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. Lee Eric Forehand 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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