William Andrew Deichert
Investment adviser representative at Florida Financial Advisors, LLC
15 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
15 years in the industry.
- Trinity Wealth Securities, LLCJan 2023 to now
- UberSep 2022 to now
- Florida Financial Advisors, LLCApr 2022 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsApr 2022 to now
- DoordashDec 2020 to Mar 2022
- George R SmalleyFeb 2018 to Aug 2019
- Educators Horse ServiceJun 2011 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 3 states (FL, 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
- 7532653
- Firm CRD
- 288811