Wyatt Davy
Investment adviser representative at Florida Financial Advisors, LLC
12 yearsExperience
2 statesRegistered in
$456.1MFirm assets
3 yearsFirm in business
Are you Wyatt Davy? Claim your profile
Contact this firm
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 Securities, LLCMar 2023 to now
- Florida Financial Advisors, LLCNov 2022 to now
- Spicer JeffriesJan 2022 to Nov 2022
- Caps On the WaterMar 2021 to Nov 2021
- Harrys SeafoodFeb 2020 to Feb 2021
- Jersey MikesOct 2018 to Jun 2019
- Flagler CollegeAug 2017 to Dec 2021
- Watermans SeafoodOct 2014 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7663018
- Firm CRD
- 288811