user avatar

Louis Anthony Tucci

Advisor at Arkadios Wealth Advisors — North Haledon, NJ

Updated today

Credentials

Series 63, Series 65

Experience

24 years

Location

North Haledon, NJ

Arkadios Wealth Advisors logo

Arkadios Wealth Advisors

Multi-team

Total advisors

216

Across 103 offices

Clients per advisor

66 High

Avg AUM per client

$516,266 Typical

HNW client ratio

5% Very Low

About

Louis Tucci is a financial advisor with Arkadios Wealth Advisors in North Haledon, NJ, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at Realta Investment Advisors, Inc., Realta Equities, Inc., and Securities America Advisors, Inc. Outside of his advisory work, he provides financial planning and consulting services through Wealthstone Group LLC, including real estate advisory and consulting on market trends and investment strategies. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, utilizing a combination of advisor-managed accounts, third-party money managers, and in-house portfolio management through its Arkadios Managed Solutions team. The firm emphasizes a comprehensive operating model that integrates advisory services with an affiliated broker-dealer and a centralized portfolio management team.

Client services

Based on Arkadios Wealth Advisors

Financial planning Portfolio management Pension consulting

Expertise

Based on Arkadios Wealth Advisors

Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Arkadios Wealth Advisors

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fixed fees range from $250 to $15,000.

Percentage

$0 - $250,000: 2.00% (Crest Accounts) $250,001 - $500,000: 1.75% (Crest Accounts) $500,001+: 1.50% (Crest Accounts) $0 - $250,000: 2.25% (Third Party Money Manager Accounts) $250,001 - $500,000: 2.00% (Third Party Money Manager Accounts) $500,001+: 1.75% (Third Party Money Manager Accounts)

Project-based

Financial planning hourly rates range from $50 to $500 per hour depending on complexity.

Subscriptions

Monthly billing fee ranging from $1.95 to $5.95 to cover billing technology costs.

Other

Account minimum: $10,000 Minimum fee: Clients at NFS will be charged a minimum fee of $10.42 monthly (not in addition to asset-based fees). Minimum yearly fee up to $125 for third-party money manager accounts. Fee-only: Financial planning fees: fixed fees ranging from $250 to $15,000, or hourly rates from $50 to $500 per hour.

Location

See office

North Haledon, NJ

North Haledon NJ

Advisors at this office

1

Most active in

New Jersey · Texas

Work history

24 years of industry experience

Arkadios Wealth Advisors

2024 - Present • 2 years

Atlanta, GA

Arkadios Capital

2024 - Present • 2 years

Atlanta, GA

Realta Investment Advisors, Inc

2022 - 2024 • 2 years

Wilmington, DE

Realta Equities, Inc.

2022 - 2024 • 2 years

Wilmington, DE

Securities America Advisors, Inc.

2013 - 2022 • 9 years

Franklin Lakes, NJ

SECURITIES AMERICA, inc.

2013 - 2022 • 9 years

Franklin Lakes, NJ

Mass Mutual Investors Services

2009 - 2013 • 4 years

NJ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Cyrus E

Series 65

Glen Ridge, NJ

Eslami & Co. Wealth Management, LLC

Cyrus Eslami is the principal of Eslami & Co. Wealth Management, LLC, an independent advisory firm, with one year of industry experience. He holds the Series 65 designation and has a background that includes roles at Betterment and involvement in various startup ventures. Eslami also develops automated trading strategies for US futures markets and is a founding engineer at Warmer, which creates AI-powered software to enhance financial advisor workflows. Eslami & Co. Wealth Management serves individual and high-net-worth clients, providing discretionary investment management and financial planning. The firm combines passive and active quantitative approaches, offering sub-advisory and tax-aware overlay programs that include specialized strategies such as global futures trend-following and merger arbitrage.

Tax-loss harvesting Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations
user avatar

Brian A

Series 7, Series 66

Parsippany, NJ

Comprehensive Wealth Services, LLC

Brian Amato is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Lebenthal Global Advisors LLC, Cadaret, Grant & Co., Inc., and American Investment Planners LLC. He is also involved in tax preparation and accounting through American Taxes Inc. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Passive / index investing Retirement income strategy Social Security optimization General tax planning Active portfolio management Founder/Business Owner
user avatar

Zachary S

Series 63, Series 65

Cresskill, NJ

IRON Financial LLC

Zachary Sirota is a financial advisor at IRON Financial LLC with five years of industry experience. He previously worked at CAMPAIGN Capital LLC and B. Riley Securities, Inc., and has credentials including Series 63 and Series 65 licenses. IRON Financial LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, corporations, and pooled investment vehicles. The firm manages approximately $472 million in assets, employing a combination of fundamental, technical, and quantitative analysis across various equity, fixed-income, and multi-asset strategies.

Concentrated stock management Private / alternative investments Founder/Business Owner Executive

Robert T

CFP®, Series 7, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy

Richard D

AIF®, ChFC®, CRPC®

Paramus, NJ

LPL Financial

Richard Dragotta is a financial advisor at LPL Financial with 34 years of industry experience. multiple securities licenses and industry designations and has worked at LPL Financial since 2003, Dragotta serves as a FINRA arbitrator in a non-public capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Wealth management Retirement income strategy General estate planning guidance Trust structures (GRAT, IDGT, revocable) Retirement withdrawal strategies Retired Executive Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
user avatar

Christopher C

CFP®, Series 63, Series 66

Florham Park, NJ

Raymond James & Associates

Christopher Conway is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. Prior to this, he worked at Deutsche Bank Securities Inc. from 2014 to 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting with a focus on public finance and municipal work.

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) General tax planning Wealth management Founder/Business Owner Retired Executive Doctor or Medical Professional Real Estate Professional Young Professionals HENRY (High Earners, Not Rich Yet) Approaching retirement Retired Established Professionals
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")