Andrew James Nicolo
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, LLCMay 2025 to now
- Florida Financial Advisors, LLCJul 2023 to now
- Florida Financial Consultant dba Tristate Financial AdvisorsJun 2023 to now
- Valley Forge Trattoria and LoungeSep 2023 to Feb 2024
- Penn State UniversityAug 2022 to Jun 2023
- Valley Forge Trattoria and LoungeJun 2022 to Aug 2022
- Door Dash IncJan 2020 to May 2023
- Penn State UniversityJun 2019 to Jun 2022
- Pizza HutJan 2019 to Jun 2019
- WegmanJun 2018 to Jan 2019
- Spring-ford High SchoolJan 2013 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, 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
- 7772985
- Firm CRD
- 288811