Martin Adolfo Montana
Investment adviser representative at Florida Financial Advisors, LLC
12 yearsExperience
1 stateRegistered in
$456.1MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Trinity Wealth SecuritiesOct 2025 to now
- Florida Financial Advisors, LLCSep 2025 to now
- Florida Financial Advisors dba Ignite Financial AdvisorsSep 2025 to now
- Revolt RecruitingJan 2025 to now
- Massmutual Life Insurance CompanyMar 2024 to Dec 2024
- MML Investors Services LLCMar 2024 to Dec 2024
- Ameriprise Financial Services, LLCSep 2022 to Feb 2024
- Self EmployedJul 2014 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 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
- 4454367
- Firm CRD
- 288811