Florida Financial Advisors, LLC
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 288811
- Registered since
- February 3, 2023
- Website
- www.floridafa.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- Individuals90.87%
- HNWI9.13%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Florida Financial Advisors, LLC is an SEC-registered limited liability company that provides fee-based financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm reports servicing individual and family clients and charges a mix of percentage-of-AUM and fixed fees (plus other fee arrangements). It does not position itself as an ESG-focused manager, is not a multi-state adviser by FINTRX classification, and lists no pension consulting or related-adviser activity. The firm’s registration year with the SEC is 2023.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities56%
- Public Funds/Mutual Funds38%
- Cash & Cash Equivalents6%
Owners & executives
3 of 5
Jason Mickool
Founder and CEOCRD 2606335
Allyson Mickool
Chief Financial OfficerCRD 4703161
Jennifer Selliers
Chief Compliance OfficerCRD 4604201
Contacts
3 of 840
Garrett Fisher
Financial ConsultantCRD 5783466
Thomas Nickerson
Group Vice PresidentCRD 7006876
Sydney Richardson
Financial AdvisorCRD 7014928
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 190Active vs passive
$272M in ETFs
88%
$239M
7%
$32.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $20.4M | 29,749 | 7.52% |
Location
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 6550 W Hillsborough Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Wealth Advisors of Tampa Bay
RIATampa, FL
Mangrove Equity Partners
RIATampa, FL
Capco Asset Management, LLC
RIATampa, FL
The Ambrus Group LLC
RIATampa, FL
Quantum Private Wealth, LLC
RIATampa, FL
Clearwell Group
RIATampa, FL