Sean N. Marrozos

ARS WEALTH ADVISORS

St. Petersburg, FL 33701

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CRD#: 7073503

Professional summary

Sean N Marrozos, who also goes by Sean N Marrozos, is a registered financial advisor currently at ARS WEALTH ADVISORS located in St. Petersburg, Florida.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Sean has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sean N Marrozos

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 Sean N Marrozos'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 15, 2025 - Present

ARS WEALTH ADVISORS

Office #1: 111 Second Avenue Ne Suite 900, St. Petersburg, FL 33701

RIA

CRD#: 314882

St. Petersburg, FL

Past

March 31, 2025 - July 8, 2025

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

ST. PETERSBURG, FL

Past

May 8, 2024 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

SARASOTA, FL

Past

April 26, 2024 - July 8, 2025

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SARASOTA, FL

Past

September 16, 2019 - April 5, 2024

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Orlando, FL

Past

August 16, 2019 - April 5, 2024

CHARLES SCHWAB & CO., INC.

CRD#: 5393

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".

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
(7/15/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/16/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/16/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/24/2019

Securities Industry Essentials Examination

Current Firm

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

SEC notice filing (25 States and Territories)

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 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	Cover Page	Report
10/04/2023	Cover Page	Report
08/02/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Sean N. Marrozos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean N Marrozos's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

ARS WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/16/2019

Series 7TO

Date: 8/16/2019

SIE

Date: 6/24/2019

Current Firm

ARS WEALTH ADVISORS

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ARS WEALTH ADVISORS

TRUST BUT VERIFY

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