Brett
Mosley
Ars Wealth Advisors
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About this Advisor
Brett Mosley is a certified financial planner and personal financial specialist operating out of Saint Petersburg, Florida with 2 years of industry experience. Mosley works at Ars Wealth Advisors. Over the course of their career, Mosley has held roles at Florida Restaurant & Lodging Association, Keys Accounting & Tax Service, LLC, Sbf, LLC, Ars Wealth Advisors, LLC and Ars Wealth Advisors Group, LLC. Mosley maintains a Series 65 license, certifying them as an investment advisor representative, and can work in Florida and Texas. Ars Wealth Advisors is a financial advisory business based in Saint Petersburg, FL. The company has a total of 24 financial advisors. It manages $1 billion in assets among its 2,316 accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 2,316 client accounts, 65% are held by high-net-worth investors who have more than $1 million in assets available to invest. Ars Wealth Advisors provides a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial advisory fee schedules are based on which service is offered. Fee types charged by Ars Wealth Advisors likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ars Wealth Advisors Brokerage Details
$1,094,316,443
24
2,316
$472,503
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Brett Mosley Work History
Brett has been registered as a financial advisor for 2 years.*
Ars Wealth Advisors Group, LLC
Ars Wealth Advisors, LLC
Sbf, LLC
Keys Accounting & Tax Service, LLC
Florida Restaurant & Lodging Association
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brett Mosley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ars Wealth Advisors
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Gainesville, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
