Best Investors Account Sign in
Inactive

Adrian J. Neutz

Ars Wealth Advisors

St. Petersburg, FL

CRD 7637339

Claim This Profile
Employer firm

Ars Wealth Advisors CRD 314882

$1.64B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX PREPARATION AND CONSULTING SERVICES AND CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

Current Employers
Ars Wealth Advisors

111 Second Avenue Ne Suite 900, St. Petersburg, FL 33701 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-09
  • FL RA
    APPROVED
    Since 2023-06-09

Branch Locations

111 Second Avenue Ne Suite 900, St. Petersburg, FL 33701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ars Wealth Advisors, Llc St. Petersburgh FL 07/2022 Present
The Hartford Insurance Group Lake Mary FL 08/2015 04/2021
Atlas Fiduciary Financial Sarasota FL 04/2021 07/2022
  • 07/2022 → Present
    Ars Wealth Advisors, Llc
    St. Petersburgh, FL
  • 08/2015 → 04/2021
    The Hartford Insurance Group
    Lake Mary, FL
  • 04/2021 → 07/2022
    Atlas Fiduciary Financial
    Sarasota, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-07
  • S65 Uniform Investment Adviser Law Examination
    2023-06-07
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in St. Petersburg, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor