AdFi
NM

Nicholas Molite

Investment Adviser Representative at Arkadios Wealth Advisors

Forest Hill, MDCRD #5785965Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Nicholas Molite is an investment adviser representative with Arkadios Wealth Advisors in Forest Hill, MD, where they have been registered since 2025. They have worked in the securities industry since 2010 and have been registered with 6 firms, including Advice and Planning Services and J.p. Morgan Securities LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Maryland.

Office

134 Industry Lane, Suite 5
Forest Hill, MD 21050

Advisors at this office: 10

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland
Broker:
3 states and territories

Maryland, North Carolina, Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/14/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 8/30/2010
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/2/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Arkadios Wealth AdvisorsCurrent
6/24/2025 – Forest Hill, MD
Advice AND Planning Services
7/28/2023 – 5/2/2025Baltimore, MD
J.p. Morgan Securities LLC
1/14/2020 – 7/20/2023Cockeysville, MD
Cetera Investment Advisers LLC
7/25/2018 – 12/31/2019Bel Air, MD
SFG Wealth Management
5/10/2018 – 7/10/2018Towson, MD
M&t Securities, Inc.
10/15/2015 – 5/23/2018Abington, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. M&t Securities, Inc.
    Sep 2014 – May 2018Abington, MD
  2. LPL Financial LLC
    May 2018 – Jul 2018Towson, MD
  3. SFG Wealth Management (Synergy Financial Group, LLC)
    May 2018 – Jul 2018Towson, MD
  4. Cetera Investment Services LLC
    Jul 2018 – Dec 2019Bel Air, MD
  5. First National BANK OF PA
    Jul 2018 – Dec 2019Bel Air, MD
  6. Cetera Investment Advisers LLC
    Jul 2018 – Dec 2019Bel Air, MD
  7. JP Morgan Chase BANK, N.A.
    Jan 2020 – Jul 2023Cockeysville, MD
  8. JP Morgan Securities, LLC
    Jan 2020 – Jul 2023Cockeysville, MD
  9. TIAA
    Jul 2023 – Apr 2025Baltimore, MD
  10. Tiaa-cref Individual & Institutional Services, LLC
    Jul 2023 – Apr 2025Baltimore, MD
  11. Arkadios Capital
    May 2025 – no end date reportedAtlanta, GA
  12. Arkadios Wealth Advisors
    May 2025 – 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
Firm's annual rate schedule by assets
  • 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension Consulting

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

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 profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas Molite 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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