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Patrick Ryan Smedley

Investment adviser representative at Florida Financial Advisors, LLC
11 yearsExperience
2 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

11 years in the industry.

  1. Trinity Wealth Securities, LLCMar 2024 to now
  2. Florida Financial Advisors, LLCJul 2023 to now
  3. Florida Financial Advisors dba Tristate Financial AdvisorsJul 2023 to now
  4. University of Mary WashingtonAug 2022 to May 2023
  5. The Hoop GroupMay 2022 to Aug 2022
  6. The Wine'ing ButcherMay 2022 to Aug 2022
  7. University of Mary WashingtonAug 2021 to May 2022
  8. The Wine'ing ButcherMay 2021 to Aug 2021
  9. University of Mary WashingtonAug 2020 to May 2021
  10. The Wine'ing ButcherMay 2020 to Aug 2020
  11. University of Mary WashingtonAug 2019 to May 2020
  12. Broad Run High SchoolAug 2015 to Jun 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 2 states (FL, VA).

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
7785032
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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