Zachary Greenhoe
Investment adviser representative at Florida Financial Advisors, LLC
13 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
13 years in the industry.
- Florida Financial Advisors dba New England Financial AdvisorsOct 2025 to now
- Trinity Wealth Securities, LLCJul 2023 to now
- Florida Financial Advisors, LLCJun 2022 to now
- Florida Financial Advisors dba Georgia Financial AdvisorsMay 2022 to Oct 2025
- UnemployedJan 2022 to May 2022
- South and Central GrilleMay 2021 to Jan 2022
- Blue Ridge Heart and WellnessJan 2019 to May 2021
- Market Concepts, LLC.Jan 2019 to May 2021
- Glenmore Country ClubMay 2018 to Jul 2020
- Castle Development PartnersMay 2018 to Aug 2018
- Vanderbilt UniversityAug 2017 to May 2021
- Fry's Spring Beach ClubMay 2016 to Jul 2017
- Charlottesville High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 4 states (FL, GA, RI, 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
- 7563399
- Firm CRD
- 288811