Team with $240 million in assets joins Arkadios from Securities America
WhiteStone Wealth Management Management is based in San Antonio, Texas.
A wealth management firm that managed more than $240 million in assets at Securities America has joined hybrid broker-dealer Arkadios Capital.
Patrick Lynch III and Steve J. Markey founded San Antonio, Texas-based WhiteStone Wealth Management in 2005. The firm works with more than 200 households.
“We found Arkadios Capital could deliver a more personalized, common-sense approach to our business while providing broader options and solutions for our clients,” Markey said in a release.
Markey has 26 years of experience, according to his BrokerCheck profile, and had been affiliated with Securities America since 2020, and with Investacorp from 2006 to 2020. Lynch has 35 years of experience.
[More: Hybrid advising on $300 million switches to Arkadios from Triad]
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