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Steven E. Zerbarini
ATLANTIS WEALTH ADVISORS LLC
Dunedin, FL 34697
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CRD#: 2845669
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Professional summary
Steven Elliott Zerbarini, who also goes by Steven E Zerbarini, is a registered financial advisor currently at ATLANTIS WEALTH ADVISORS LLC located in Dunedin, Florida.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Steven has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steven E Zerbarini
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.
1) SOWER WEALTH GROUP POSITION: Owner NATURE: Doing Business As ("DBA") INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 135 START DATE: 03/07/2007 ADDRESS: 100 Main Street, Suite 300, Safety Harbor FL 34695 DESCRIPTION: unlimited 2) SOWER WEALTH LLC POSITION: Owner NATURE: TAX PREPARATION INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2011 ADDRESS: 100 Main Street, Suite 300, Safety Harbor FL 34695 DESCRIPTION: Tax preparation 3) SOWER WEALTH LLC POSITION: Owner NATURE: INSURANCE: Fixed Annuities, Life/Health, Long-Term Care, Disability... INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/07/1997 ADDRESS: 100 Main Street, Suite 300, Safety Harbor FL 34695 DESCRIPTION: Insurance sales and analysis 4) SOWER REALTY, INC. POSITION: Broker NATURE: REAL ESTATE BROKERAGE INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2008 ADDRESS: 100 Main Street, Suite 300, Safety Harbor FL 34695 DESCRIPTION: Real Estate Brokerage
CRS (Client Relationship Summary) - RIA
Click below to view Steven Elliott Zerbarini's 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®
NoneExperience
Current
February 28, 2019 - Present
ATLANTIS WEALTH ADVISORS LLC
Office #1: Po Box 1195, Dunedin, FL 34697Office #2: 1831 N Belcher Road Suite F-4, Clearwater, FL 33765RIA
CRD#: 169956
Dunedin, FL
Past
December 4, 2006 - December 18, 2018
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
SAFETY HARBOR, FL
Past
December 1, 2006 - December 18, 2018
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
SAFETY HARBOR, FL
Past
February 18, 1997 - December 8, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
PALM HARBOR, FL
Past
February 11, 1997 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
February 11, 1997 - December 8, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
PALM HARBOR, 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
ATLANTIS WEALTH ADVISORS LLC
ATLANTIS WEALTH ADVISORS LLC | YOSEPH FINANCIAL STOREHOUSE | TODD RHINE PLANNING AND FINANCIAL PROFILE CLINIC, INC. | SOWER WEALTH GROUP | HORNER INVESTMENT GROUP | CAMELOT ADVISORS, LLC
CRD#: 169956 / SEC#: 801-79013
RIA
Registered Investment Advisory firm - (2/3/2014 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(2/28/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
AW
ATLANTIS WEALTH ADVISORS LLC
ATLANTIS WEALTH ADVISORS LLC | YOSEPH FINANCIAL STOREHOUSE | TODD RHINE PLANNING AND FINANCIAL PROFILE CLINIC, INC. | SOWER WEALTH GROUP | HORNER INVESTMENT GROUP | CAMELOT ADVISORS, LLC
CRD#: 169956 / SEC#: 801-79013
RIA
Registered Investment Advisory firm - (2/3/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1700 Woodlands Dr. Suite 100, Maumee, OH 43537
Mailing Address
Phone number
(419) 794-0538
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 773 |
| AUM (Assets Under Management) | $ 146,702,423 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ATLANTIS WEALTH ADVISORS LLC
CRD#: 169956Dunedin, FL 34697TRUST BUT VERIFY
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