Steve James Markey
Investment Adviser Representative at Arkadios Wealth Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Steve James Markey is an investment adviser representative with Arkadios Wealth Advisors in San Antonio, TX, where they have been registered since 2022. They have worked in the securities industry since 1995 and have been registered with 4 firms, including Securities America Advisors, Inc. and Investacorp Advisory Services Inc. They have passed 6 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Washington.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Washington
- Broker:
11 states and territories
Arizona, Arkansas, California, Colorado, Florida, Michigan, New York, Oregon, Texas, Washington, 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.
- Investacorp, Inc.Jul 2006 – Jul 2020Miami Lakes, FL
- Investacorp Advisory ServicesJul 2006 – Jul 2020Miami Lakes, FL
- Securities America, Inc.Jul 2020 – Mar 2022San Antonio, TX
- Securities America Advisors, Inc.Jul 2020 – Mar 2022San Antonio, TX
- Arkadios CapitalMar 2022 – no end date reportedAtlanta, GA
- Arkadios Wealth AdvisorsMar 2022 – no end date reportedAtlanta, GA
Official records & sources
Data as of June 26, 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
Similar advisors in San Antonio, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steve James Markey 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched