Matthew Joseph Falt
Investment adviser representative at Florida Financial Advisors, LLC
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- Florida Financial Advisors dba Texas Financial AdvisorsJan 2024 to now
- Florida Financial Advisors, LLCSep 2020 to now
- Trinity Wealth Securities L.L.CSep 2020 to now
- UnemploymentJun 2020 to Sep 2020
- EquinoxOct 2019 to Mar 2020
- Certified Financial Planners BoardJun 2019 to Aug 2019
- Kogod Office of Career EngagementAug 2018 to May 2020
- Tim for ConnecticutJun 2018 to Aug 2018
- Taino's SmokehouseMay 2017 to Aug 2017
- Turning Point USAJan 2017 to May 2018
- American UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, LA, TX).
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
- 7293096
- Firm CRD
- 288811