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Arthur Roy Mcpherson

PROSTATIS FINANCIAL ADVISORS GROUP
Melbourne, FL
·CRD# 2245364·34 years experience

Professional Summary

Arthur Roy Mcpherson, who also goes by Art Mcpherson, Arthur Roy Mcpherson II, is a registered financial advisor currently at PROSTATIS FINANCIAL ADVISORS GROUP located in Melbourne, Florida and WORLD EQUITY GROUP, INC. located in Melbourne, Florida. Arthur is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Arthur has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Art Mcpherson, Arthur Roy Mcpherson Ii

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

34 years in the financial services industry

Current & Past Employments

Current

PROSTATIS FINANCIAL ADVISORS GROUPCurrent·CRD# 132662
RIA
3159 Alzante Circle, Unit 101, Melbourne, FL 32940
February 25, 2019 - Present
WORLD EQUITY GROUP, INC.Current·CRD# 29087
RIA
BD
3159 Alzante Circle Suite 101, Melbourne, FL 32940
July 1, 2019 - Present

Past

TRIUMPH WEALTH ADVISORS, INC.Past·CRD# 153175
RIA
Melbourne, FL
August 14, 2015 - May 30, 2024
TAYLOR CAPITAL MANAGEMENT INC.Past·CRD# 43559
BD
Melbourne, FL
November 12, 2014 - July 30, 2019
INTL ADVISORY CONSULTANTS INC.Past·CRD# 130888
RIA
Melbourne, FL
March 6, 2014 - November 13, 2014
STONEX SECURITIES INC.Past·CRD# 18456
BD
Melbourne, FL
April 4, 2012 - November 13, 2014
SIGNATURE ESTATE SECURITIES, LLCPast·CRD# 18923
BD
Melbourne, FL
June 1, 2006 - April 27, 2012
ONEAMERICA SECURITIES, INC.Past·CRD# 4173
BD
Indianapolis, IN
December 22, 2000 - June 15, 2006
AMERICAN UNITED LIFE INSURANCE COMPANYPast·CRD# 1075
BD
Indianapolis, IN
December 22, 2000 - December 17, 2001
SIGNATURE ESTATE SECURITIES, LLCPast·CRD# 18923
BD
Los Angeles, CA
November 18, 1998 - January 5, 2001
CFG SECURITIES CORP.Past·CRD# 10815
BD
Longwood, FL
February 22, 1993 - November 23, 1998
F.N. WOLF & CO., INC.Past·CRD# 13051
BD
September 14, 1992 - December 18, 1992

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Current Firm

PF
PROSTATIS FINANCIAL ADVISORS GROUP

GAME CHANGER WEALTH | WEALTH EDUCATIONAL SOLUTIONS | SHEPHERD WEALTH SOLUTIONS | PROSTATIS MANAGEMENT GROUP | PROSTATIS GROUP LLC | PROSTATIS FINANCIAL ADVISORS GROUP, LLC | PROSTATIS FINANCIAL ADVISORS GROUP | MCPHERSON FINANCIAL GROUP

CRD#: 132662 / SEC#: 801-112501
RIA
Registered Investment Advisory firm - SEC (2/23/2018 Approved)
Florida
Registered Investment Advisory firm - Florida (4/5/2018 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (7/20/2018 Terminated)
Texas
Registered Investment Advisory firm - Texas (4/5/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

7580 Buckingham Blvd, Suite 180, Hanover, MD 21076

Phone Number

(410) 863-1040

# of Employees

27

SEC notice filing (15 States and Territories)

Registered to provide investment advisory services in 15 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (4/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

3,806

AUM (Assets Under Management)

$605,444,336

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) McPherson Insurance Group LLC; Not Investment Related; 3159 Alzante Circle Unit 101 Melbourne, FL 32940; Insurance and Annuities Sales; Insurance Agent; 3/2021; Approx. 40hrs/Mo; Approx. 40hrs/Mo during Securities Trading Hours. 2) World Equity Group, Inc; Yes Investment Related; 425 N Martingale Rd. Schaumburg, IL 60173; Broker Dealer; Registered Representative; 6/2019; Approx. 15hrs/Mo; Approx. 15hrs/Mo during Securities Trading Hours; Broker dealer where we sell variable annuities. 3) Author; Not Investment Related; 3159 Alzante Circle Unit 101 Melbourne, FL 32940; Author; Author; 1/2018; Approx. 40hrs/Mo; Approx. 40hrs/Mo during Securities Trading Hours.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PF
PROSTATIS FINANCIAL ADVISORS GROUP

GAME CHANGER WEALTH | WEALTH EDUCATIONAL SOLUTIONS | SHEPHERD WEALTH SOLUTIONS | PROSTATIS MANAGEMENT GROUP | PROSTATIS GROUP LLC | PROSTATIS FINANCIAL ADVISORS GROUP, LLC | PROSTATIS FINANCIAL ADVISORS GROUP | MCPHERSON FINANCIAL GROUP

CRD#: 132662 / SEC#: 801-112501
RIA
Registered Investment Advisory firm - SEC (2/23/2018 Approved)
Florida
Registered Investment Advisory firm - Florida (4/5/2018 Terminated)
Maryland
Registered Investment Advisory firm - Maryland (7/20/2018 Terminated)
Texas
Registered Investment Advisory firm - Texas (4/5/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Colorado
(10/4/2026)
IAR
Florida
(2/25/2019)
RR
Florida
(8/21/2019)
RR
Georgia
(7/22/2019)
RR
New York
(7/1/2019)
RR
North Carolina
(8/21/2019)
RR
Ohio
(7/1/2019)
RR
Pennsylvania
(7/1/2019)
RR
Texas
(7/12/2019)
RR
Virginia
(7/1/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2013About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Aug 1992About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1992About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Arthur Roy Mcpherson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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