Eric Wolstenholme
Investment adviser representative at Florida Financial Advisors, LLC
10 yearsExperience
4 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, LLCSep 2020 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsSep 2020 to now
- Trinity Wealth Securities, LLCSep 2020 to now
- Liberty SbfJan 2020 to Jun 2020
- TD BankMay 2019 to Jan 2020
- Kroll Bond Rating AgencyJul 2018 to Aug 2018
- Temple Universtiy Resnick CenterFeb 2018 to May 2019
- Crc IndustriesMay 2017 to Aug 2017
- Temple UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 4 states (FL, LA, PA, 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
- 7295853
- Firm CRD
- 288811