Ryan Paul O'leary
Investment adviser representative at Ars Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Ars Wealth AdvisorsSep 2025 to now
- Ars Wealth Advisors Group, LLCOct 2023 to now
- International Assets Advisory, LLCOct 2018 to Oct 2023
- International Assets Investment Management, LLCOct 2018 to Oct 2023
- Sandra Morris FinancialDec 2016 to Oct 2018
- Bic Distributors, LLCSep 2016 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ars Wealth Advisors
Legal name: Ars Wealth Advisors Group, LLC
$1.6BAssets managed
1,071Clients
16Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4463887
- Firm CRD
- 314882