Ryan P. O'leary
Professional summary
Ryan Paul O'leary, CFP®, who also goes by Ryan Paul O' Leary, Ryan Paul Oleary, Ryan Oleary, is a registered financial advisor currently at ARS WEALTH ADVISORS located in St. Petersburg, Florida.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Ryan has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Paul O'leary's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
November 7, 2023 - Present
ARS WEALTH ADVISORS
Office #1: 111 Second Avenue Ne Suite 900, St. Petersburg, FL 33701November 6, 2018 - November 13, 2023
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
October 30, 2018 - November 13, 2023
INTERNATIONAL ASSETS ADVISORY, LLC
May 23, 2017 - October 30, 2018
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC
September 8, 2016 - December 13, 2016
BIC DISTRIBUTORS, LLC
December 23, 2015 - August 31, 2016
MERCER GLOBAL ADVISORS INC.
January 28, 2014 - September 30, 2015
SEQUOIA FINANCIAL GROUP, L.L.C.
January 23, 2014 - September 15, 2015
VALMARK SECURITIES, INC.
January 11, 2011 - December 23, 2013
CALTON & ASSOCIATES, INC.
January 3, 2011 - December 23, 2013
CALTON & ASSOCIATES, INC.
November 5, 2009 - December 21, 2010
MORGAN STANLEY
October 22, 2009 - December 21, 2010
MORGAN STANLEY
October 10, 2006 - September 21, 2009
EQUITY SERVICES, INC.
October 2, 2006 - September 21, 2009
EQUITY SERVICES, INC.
November 22, 2005 - September 18, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 23, 2004 - September 18, 2006
RAYMOND JAMES FINANCIAL SERVICES, INC.
April 26, 2002 - November 21, 2002
T. ROWE PRICE INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
ARS WEALTH ADVISORS
CRD#: 314882 / SEC#: 801-121501
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/7/2023)
Exams
Current Firm
ARS WEALTH ADVISORS
CRD#: 314882 / SEC#: 801-121501
Contact information
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,652 |
| AUM (Assets Under Management) | $ 1,470,401,278 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/11/2024 | ||
| 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.
