Unclaimed Profile

Andrew James Swenson

ARS WEALTH ADVISORS GROUP, LLC·ST. PETERSBURG, Florida

Series 28, Series 65Clean record18 years registeredARS WEALTH ADVISORS GROUP, LLC

111 SECOND AVENUE NE, ST. PETERSBURG, FL 33701CRD# 1270787Firm CRD# 314882

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew James Swenson · ST. PETERSBURG, FL

Registration

CRD #1270787 · ARS WEALTH ADVISORS GROUP, LLC · 18 years registered

Brand Profile

Not yet started

Career History

ARS WEALTH ADVISORS

Jul 2021 – present

ARS WEALTH ADVISORS

Jun 2008 – Jul 2021

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

Series 28

Series 65

Registration record

First registered · June 2, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARS WEALTH ADVISORS GROUP, LLC

CRD 314882 · SEC 801-121501

AUM

$1.3B

Regulatory assets under management

Employees

2,614 client accounts

Services offered by ARS WEALTH ADVISORS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARS WEALTH ADVISORS GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew James Swenson offer?

Andrew James Swenson specializes in Financial Planning, Investment Management. Contact their office in ST. PETERSBURG, Florida for a consultation.

What are Andrew James Swenson's credentials?

Andrew James Swenson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew James Swenson located?

Andrew James Swenson is based in ST. PETERSBURG, Florida, working with ARS WEALTH ADVISORS GROUP, LLC. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.

How does Andrew James Swenson charge for services?

Andrew James Swenson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARS WEALTH ADVISORS GROUP, LLC?

ARS WEALTH ADVISORS GROUP, LLC has approximately 24 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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