Steven Zerbarini has been an investment adviser representative at Atlantis Wealth Advisors since February 2019, and is not listed among the firm’s executive officers or direct owners.
Atlantis Wealth Advisors LLC is a Maumee, OH firm with $150M under management, 338 clients and 4 advisers across 5 offices, as of its March 2026 filing.
Steven Zerbarini’s longest registration was 12 years at Next Financial Group, Inc. (2006–2018). Before joining Atlantis Wealth Advisors in 2019, Steven Zerbarini was registered through Next Financial Group, Inc. and Ameriprise Financial Services, Inc.
- Next Financial Group, Inc.– · 12 yearsSafety Harbor, FL · Adviser representative · Firm CRD 46214
- Ameriprise Financial Services, Inc.– · 9 yearsPalm Harbor, FL · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Steven Zerbarini is registered as an investment adviser representative in Florida, since February 2019.
- FloridaSince 28 February 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 1 April 2003 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 29 March 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 1999 |
| Series 24 | General Securities Principal Examination | 25 June 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 January 1998 |
| Series 7 | General Securities Representative Examination | 30 January 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Elliott Zerbarini
- CRD
- 2845669
- Firm
- Atlantis Wealth Advisors · CRD 169956
- Registration
- Investment adviser registration
- In the industry since
- April 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Steven Zerbarini work?
Steven Zerbarini is an investment adviser representative registered through Atlantis Wealth Advisors LLC since February 2019, and is not listed among the firm’s executive officers or direct owners.
Is Steven Zerbarini a financial advisor?
Yes. Steven Zerbarini has a current investment-adviser registration in Florida, through Atlantis Wealth Advisors since February 2019.
How many years of experience does Steven Zerbarini have?
Steven Zerbarini has 29 years in the financial industry, since April 1997, across 3 adviser firms.
What exams has Steven Zerbarini passed?
Steven Zerbarini has passed 6 licensing exams: the Series 7, Series 63, Series 24, Series 65, Series 9 and Series 10. The earliest, the Series 7, was passed in January 1997. FINRA credited Steven Zerbarini with the SIE, which began in October 2018.
Where did Steven Zerbarini work before Atlantis Wealth Advisors?
Before Atlantis Wealth Advisors, Steven Zerbarini was registered through Next Financial Group, Inc., December 2006 to December 2018; Ameriprise Financial Services, Inc., February 1997 to December 2006.
Is Steven Zerbarini registered with FINRA?
No. Steven Zerbarini has no current broker registration.
How can I verify Steven Zerbarini’s record?
Search CRD 2845669 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Zerbarini’s full registration record.
- Frank EchelmeyerChief Compliance Officer
- Darren MunnCEO/Managing Member