Matthew Wilson
Investment adviser representative at Florida Financial Advisors, LLC
10 yearsExperience
1 stateRegistered 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.
- Trinity Wealth Securities, LLCOct 2023 to now
- Florida Financial Advisors, LLCMay 2023 to now
- UnemployedJan 2023 to May 2023
- Point Park UniversityAug 2021 to Dec 2022
- Point Park UniversityMay 2018 to May 2021
- AmazonAug 2017 to Apr 2018
- UnemployedMay 2017 to Aug 2017
- Ball State UniversityAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7749307
- Firm CRD
- 288811