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RIA / WealthAdvisorCertified Financial Planner24 years in industry

RYAN PAUL O'LEARY

Advisor at ARS WEALTH ADVISORS

ST. PETERSBURG, FL

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Search this name across graphsid dfx:ria:0151a9be-efb3-53c5-81ad-4a653d1942b4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Nov 22, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ARS WEALTH ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 17, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jun 17, 2002
First registration: Nov 22, 2005
Dual registered: no
Other names: RYAN OLEARY|RYAN PAUL O'LEARY|RYAN PAUL OLEARY|RYAN PAUL O' LEARY
IAPD individual key: 4463887

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ARS WEALTH ADVISORS	Independent wealth	Sep 20, 2025	n/a	yes	ST. PETERSBURG, FL	Current employment
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Bd affiliated wealth	Nov 6, 2018	Nov 13, 2023	no	TAMPA, FL	Previous registration
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC	Independent wealth	May 23, 2017	Oct 30, 2018	no	TAMPA, FL	Previous registration
MERCER GLOBAL ADVISORS INC.	Independent wealth	Dec 23, 2015	Aug 31, 2016	no	Tampa, FL	Previous registration
SEQUOIA FINANCIAL GROUP, L.L.C.	Independent wealth	Jan 28, 2014	Sep 30, 2015	no	TAMPA, FL\|AKRON, OH	Previous registration
CALTON & ASSOCIATES, INC.	Independent wealth	Jan 11, 2011	Dec 23, 2013	no	LADY LAKE, FL\|TAMPA, FL\|TAMPA, FL	Previous registration
MORGAN STANLEY	Wirehouse	Nov 5, 2009	Dec 21, 2010	no	Tampa, FL	Previous registration
ESI FINANCIAL ADVISORS	Independent wealth	Oct 10, 2006	Sep 21, 2009	no	MONTPELIER, VT	Previous registration
RAYMOND JAMES FINANCIAL SERVICES, INC.	n/a	Nov 22, 2005	Sep 18, 2006	no	ST. PETERSBURG, FL\|ST PETERSBURG, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	ARS WEALTH ADVISORS	Nov 13, 2023	Sep 20, 2025	677	Firm change after gap	Ibd to RIA
SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Oct 30, 2018	Nov 6, 2018	7	Firm change	RIA to ibd
MERCER GLOBAL ADVISORS INC.	SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLC	Aug 31, 2016	May 23, 2017	265	Firm change	Other
SEQUOIA FINANCIAL GROUP, L.L.C.	MERCER GLOBAL ADVISORS INC.	Sep 30, 2015	Dec 23, 2015	84	Firm change	Other
CALTON & ASSOCIATES, INC.	SEQUOIA FINANCIAL GROUP, L.L.C.	Dec 23, 2013	Jan 28, 2014	36	Firm change	Other
MORGAN STANLEY	CALTON & ASSOCIATES, INC.	Dec 21, 2010	Jan 11, 2011	21	Firm change	Other
ESI FINANCIAL ADVISORS	MORGAN STANLEY	Sep 21, 2009	Nov 5, 2009	45	Firm change	Other
RAYMOND JAMES FINANCIAL SERVICES, INC.	ESI FINANCIAL ADVISORS	Sep 18, 2006	Oct 10, 2006	22	Firm change	Other

Relationships

Registered with (9)

→ ARS WEALTH ADVISORSRegistered adviserregistration: current employment
Sep 20, 2025 to presentfactForm ADV
→ INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 6, 2018 to Nov 13, 2023factForm ADV
→ SANDY MORRIS FINANCIAL & ESTATE PLANNING SERVICES, LLCRegistered adviserregistration: previous registration
May 23, 2017 to Oct 30, 2018factForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Dec 23, 2015 to Aug 31, 2016factForm ADV
→ SEQUOIA FINANCIAL GROUP, L.L.C.Registered adviserregistration: previous registration
Jan 28, 2014 to Sep 30, 2015factForm ADV
→ CALTON & ASSOCIATES, INC.Registered adviserregistration: previous registration
Jan 11, 2011 to Dec 23, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Nov 5, 2009 to Dec 21, 2010factForm ADV
→ ESI FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Oct 10, 2006 to Sep 21, 2009factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Nov 22, 2005 to Sep 18, 2006factForm ADV

Dated events

Occurred
Nov 13, 2023
Advisor changed firm
Ryan Paul O'Leary left International Assets Investment Management, Llc for Ars Wealth Advisors (registered 2025-09-20)
Form ADVobserved 6 days ago