Michael R Baer
Investment Adviser Representative at Arkadios Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Michael R. Baer is an investment adviser representative with Arkadios Wealth Advisors in Erie, PA, where they have been registered since 2022. They have worked in the securities industry since 2018 and have been registered with 3 firms, including Kalos Management and Madison Avenue Securities, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Pennsylvania.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Pennsylvania
- Broker:
4 states and territories
California, Florida, Georgia, Pennsylvania
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.
- Madison Avenue Securities, LLCSep 2017 – Dec 2018San Diego, CA
- Madison Avenue Securities, LLCMar 2017 – Sep 2017San Diego, CA
- UnemployedSep 2016 – Dec 2016Erie, PA
- Kalos CapitalDec 2018 – Aug 2022Alpharetta, GA
- Kalos ManagementDec 2018 – Aug 2022Alpharetta, GA
- Arkadios CapitalAug 2022 – no end date reportedAtlanta, GA
- Arkadios Wealth AdvisorsAug 2022 – no end date reportedAtlanta, GA
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. Michael R Baer 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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