Brett Mosley, financial advisor St. Petersburg FL

Brett Mosley

CRD Number: 7000523
Current Firm: Ars Wealth Advisors

Brett Mosley (CRD# 7000523) is an Investment Advisor Representative working at Ars Wealth Advisors in St. Petersburg, FL and has over 2 years of experience in the finance industry.

Similar Advisors
Zachary Abbotoni, financial advisor St. Petersburg FL
Zachary P. Abbotoni
CRD# 6673621
Econologics Financial Advisors
Similar Advisors
Mark Abbott, financial advisor St. Petersburg FL
Mark T. Abbott
CRD# 4691463
Raymond James & Associates, Inc.
Similar Advisors
Aiad Abdelshaheed, financial advisor St. Petersburg FL
Aiad F. Abdelshaheed
CRD# 6525251
Suntrust Advisory Services, Inc.
Company Name Location Dates Years
Ars Wealth Advisors, LLC St. Petersburg, FL Jan 2018 - Current 3
Sbf, LLC St. Petersburg, FL Jul 2016 - Dec 2017 1
Unemployed Tavernier, FL May 2016 - Jul 2016 < 1
Keys Accounting & Tax Service, LLC Key Largo, FL Jul 2013 - May 2016 2
Florida Restaurant & Lodging Association Tallahassee, FL Jun 2012 - Jun 2013 1
Florida State University Tallahassee, FL Aug 2010 - May 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2018
Contact Info for Brett A. Mosley
Firm Website: http://www.arswealth.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    637
    MILLIONS
  • Total Number of Accounts
    1,526
    ACCOUNTS
  • Average Account Value
    $417,709
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, AR, FL, GA, IL, KY, LA, MA, MI, MN, NH, NY, OH, PA, TX, VA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.