Scott B Sloan
Investment Adviser Representative at Arkadios Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Scott B. Sloan is an investment adviser representative with Arkadios Wealth Advisors in New Orleans, LA, where they have been registered since 2024. They have worked in the securities industry since 2012 and have been registered with 3 firms, including LPL Financial LLC and Hancock Whitney Investment Services Inc. They have passed 5 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 Louisiana and Texas.
Registrations & licenses
- Investment adviser:
- Louisiana, Texas
- Broker:
7 states and territories
California, Florida, Louisiana, Montana, Texas, Virginia, Wisconsin
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.
- Hancock Investment Services, Inc.Mar 2016 – Aug 2018Baton Rouge, LA
- Hancock/whitney BANKMar 2016 – Aug 2018Baton Rouge, LA
- LPL Financial LLCSep 2018 – Jun 2024Metairie, LA
- Gulf Coast Bank & TrustSep 2018 – no end date reportedMetairie, LA
- Arkadios CapitalJun 2024 – no end date reportedAtlanta, GA
- Arkadios Wealth AdvisorsJun 2024 – 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
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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. Scott B Sloan 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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