AZ
Arthur Zapesochny
YOUR CHOICE FINANCIAL LLC
Boca Raton, FL 33432
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CRD#: 5687803
AZ
Professional summary
Arthur Zapesochny is a registered financial advisor currently at YOUR CHOICE FINANCIAL LLC located in Boca Raton, Florida.
Arthur is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Arthur has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Real Estate Ownership; Single Family; Investment Related; October 2018. Outside Employment; GOLD SKY BENEFITS Inv rel: Y Add: 399 Camino Gardens Blvd, Suite 308 Boca Raton, FL 33432 Nature: Payment 1099 for Health Insurance introductions Position: Owner Start date: 10/ 2018 No. HR/MO: 4 No. HR/MO during sec trading: 0 ETNA Inv rel: Y Add: 399 Camino Gardens Blvd, Suite 308 Boca Raton, FL 33432 Nature: independent insurance brokering, health Position: insurance Start date: 10/ 2018 No. HR/MO: 4 No. HR/MO during sec trading: 0 Santa Barbara Board of Directors; Secretary; Boca Raton, FL 33434; Not Investment Related; March 2022; 1-9 hours per month; 0 during trading hours. I receive insurance and annuity commission through my grid at my broker dealer. I receive health insurance commissions through Etna as an outside business activity. I am a board member of my HOA association (I am not paid for this). I am also a board member of alumni association at the University of Rochester (also not a paid position)
CRS (Client Relationship Summary) - RIA
Click below to view Arthur Zapesochny'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
September 6, 2022 - Present
YOUR CHOICE FINANCIAL LLC
Office #1: 399 Camino Gardens Blvd, Suite 308, Boca Raton, FL 33432Office #2: 399 Camino Gardens Blvd, Boca Raton, FL 33432RIA
CRD#: 321169
Boca Raton, FL
Past
September 14, 2018 - September 8, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
Boca Raton, FL
Past
September 14, 2018 - September 8, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Boca Raton, FL
Past
January 12, 2010 - September 21, 2018
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
NEW YORK, NY
Past
October 9, 2009 - September 21, 2018
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
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
California(6/13/2023)
IAR
Florida(10/4/2022)
IAR
Maine(6/23/2025)
IAR
New York(9/6/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
YC
YOUR CHOICE FINANCIAL LLC
FIORE WEALTH MANAGEMENT GROUP | YOUR CHOICE FINANCIAL LLC | TERRY MORTON WEALTH ADVISORS LLC
CRD#: 321169 / SEC#:
Alabama
Registered Investment Advisory firm - (1/26/2024 Approved)California
Registered Investment Advisory firm - (6/13/2023 Approved)Connecticut
Registered Investment Advisory firm - (6/6/2024 Approved)Florida
Registered Investment Advisory firm - (5/26/2022 Approved)Maine
Registered Investment Advisory firm - (6/23/2025 Approved)Nevada
Registered Investment Advisory firm - (11/1/2022 Approved)New York
Registered Investment Advisory firm - (6/14/2022 Approved)Texas
Registered Investment Advisory firm - (6/23/2022 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (9/18/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
St. Cloud, FL
Mailing Address
6900 Tavistock Lakes Blvd. Suite 400, Orlando, FL 32827
Phone number
(407) 863-1889
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 185 |
| AUM (Assets Under Management) | $ 36,986,017 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
YOUR CHOICE FINANCIAL LLC
CRD#: 321169Boca Raton, FL 33432TRUST BUT VERIFY
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