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AA

Anthony A. Anderson

ARS WEALTH ADVISORS
St Pertersburg, FL 33701
Some features on this profile are disabled
CRD#: 2640022
AA

Professional summary


Anthony Allen Anderson, who also goes by Tony Anderson, is a registered financial advisor currently at ARS WEALTH ADVISORS located in St Pertersburg, Florida.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Anthony has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Tony Anderson

Other business activities


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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Anthony Allen Anderson's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 1, 2021 - Present

ARS WEALTH ADVISORS

Office #1: 111 Second Avenue Ne Suite 204, St Pertersburg, FL 33701
RIA
CRD#: 314882
St Pertersburg, FL
Past

October 11, 2004 - July 1, 2021

ARS WEALTH ADVISORS

RIA
CRD#: 124185
ST. PETERSBURG, FL
Past

June 30, 1999 - August 10, 2004

SOUTHTRUST SECURITIES, LLC

RIA
CRD#: 17922
ST PETERSBURG, FL
Past

June 29, 1999 - August 10, 2004

SOUTHTRUST SECURITIES, LLC

BD
CRD#: 17922
BIRMINGHAM, AL
Past

December 7, 1998 - March 1, 1999

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

February 21, 1997 - August 21, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

August 23, 1995 - June 8, 1996

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
ORLANDO, FL

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".
AW
ARS WEALTH ADVISORS
ARS WEALTH ADVISORS | ARS WEALTH ADVISORS GROUP, LLC. | ARS WEALTH ADVISORS GROUP, LLC

CRD#: 314882 / SEC#: 801-121501

RIA
Registered Investment Advisory firm - (6/22/2021 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Florida
(7/21/2021)
IAR
Texas
(7/1/2021)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/28/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


AW
ARS WEALTH ADVISORS
ARS WEALTH ADVISORS | ARS WEALTH ADVISORS GROUP, LLC. | ARS WEALTH ADVISORS GROUP, LLC

CRD#: 314882 / SEC#: 801-121501

RIA
Registered Investment Advisory firm - (6/22/2021 Approved)
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Contact information


Main Address
111 Second Avenue Ne Suite 900, St. Petersburg, FL 33701
Mailing Address
Phone number
(727) 322-7681
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (25 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARS WEALTH ADVISORS GROUP, LLC PART 2A BROCHURE (3/13/2025)

Regulatory assets under management


Total Number of Accounts2,652
AUM (Assets Under Management)$ 1,470,401,278

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
09/11/2024
Cover Page
10/04/2023
08/02/2022

Red Flags


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.

Company Information


ARS WEALTH ADVISORS

CRD#: 314882St Pertersburg, FL 33701

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