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William James Salazar

Investment Adviser Representative at Arcadia Wealth Management, LLC

Manchester, NHCRD #7231735Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
Exams Passed
3

Professional summary

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

William James Salazar is an investment adviser representative with Arcadia Wealth Management, LLC in Manchester, NH, where they have been registered since 2026. They have worked in the securities industry since 2020 and have been registered with 5 firms, including Commonwealth Financial Network and Lincoln Investment. 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 Massachusetts and New Hampshire.

Office

155 Dow Street, Suite 301
Manchester, NH 03101

Advisors at this office: 11

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

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts, New Hampshire

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 9/25/2020
Series 7
General Securities Representative Examination
Passed 5/23/2020
SIE
Securities Industry Essentials Examination
Passed 1/25/2020

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Arcadia Wealth Management, LLCCurrent
4/9/2026 – Manchester, NH
Commonwealth Financial Network
1/18/2024 – 3/16/2026Waltham, MA
Lincoln Investment
10/10/2022 – 12/18/2023Waltham, MA
Ameriprise Financial Services, LLC
6/22/2022 – 9/14/2022Alcoa, TN
Hornor, Townsend & KENT, LLC
12/22/2020 – 5/25/2022Wakefield, MA

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. Unemployed
    Oct 2019 – Dec 2019Cambridge, MA
  2. DIG INN
    May 2019 – Sep 2019Boston, MA
  3. THE Smoke SHOP BBQ
    Dec 2016 – Feb 2019Cambridge, MA
  4. Unemployed
    Mar 2019 – Apr 2019Cambridge, MA
  5. Mariano's Fresh Market
    Jun 2015 – Nov 2016Chicago, IL
  6. PENN Mutual LIFE Insurance Company
    Dec 2019 – May 2022Horsham, PA
  7. Hornor Townsend & KENT LLC
    May 2020 – May 2022Horsham, PA
  8. Ameriprise Financial Services, LLC
    May 2022 – Sep 2022Alcoa, TN
  9. Lincoln Investment
    Oct 2022 – Dec 2023Fort Washington, PA
  10. Commonwealth Financial Network
    Dec 2023 – Mar 2026Waltham, MA
  11. Arcadia Financial
    Mar 2026 – no end date reportedManchester, NH
  12. Arcadia Wealth Management, LLC
    Mar 2026 – no end date reportedManchester, NH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Arcadia Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$500,000 (waivable)
Firm's annual rate schedule by assets
  • $0 - $249,9991.50%
  • $250,000 - $499,9991.40%
  • $500,000 - $999,9991.25%
  • $1,000,000 - $1,999,9991.00%

+4 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 ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
11
Offices listed on AdvisorFinder:
2
Main office:
Manchester, NH
SEC file number:
801-121212

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 10, 2026

View full firm profile

Other advisors at Arcadia Wealth Management, LLC

10 other advisors in the directory

View Arcadia Wealth Management, LLC firm profile

Similar advisors in Manchester, NH

Other advisors whose filed branch office is in the same city.

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. William James Salazar 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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