Dylan Steed
Investment adviser representative at Florida Financial Advisors, LLC
13 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
13 years in the industry.
- Trinity Wealth Securities, LLCJul 2023 to now
- Florida Financial Advisors, LLCJun 2023 to now
- Florida Financial Advisors (dba Georgia Financial Advisors)May 2023 to now
- Tandoor and TapMar 2021 to Jul 2022
- Georgia Southern UniversityAug 2019 to May 2023
- Brickyard Golf ClubAug 2017 to Jul 2020
- Forsyth Golf ClubJun 2017 to Jul 2017
- UnemployedMay 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 3 states (FL, GA, 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
- 7749407
- Firm CRD
- 288811