Preston Michael Fortosis-green
Investment adviser representative at Florida Financial Advisors, LLC
11 yearsExperience
2 statesRegistered in
$456.1MFirm assets
3 yearsFirm in business
Are you Preston Michael Fortosis-green? 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
11 years in the industry.
- Trinity Wealth Securities, LLCJul 2023 to now
- Florida Financial Advisors, LLCJan 2022 to now
- Coldwell BankerSep 2020 to Mar 2024
- IntrinioFeb 2020 to Dec 2021
- JellyvisionJul 2019 to Feb 2020
- JellyvisionJan 2019 to Jun 2019
- Conway Family WinesAug 2018 to Jan 2019
- Westmont CollegeAug 2015 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 7708755
- Firm CRD
- 288811