Nathan Lucarelli
Investment adviser representative at Florida Financial Advisors, LLC
20 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
20 years in the industry.
- Trinity Wealth Securities, LLCMar 2024 to now
- Florida Financial Advisors, LLCJul 2023 to now
- Florida Financial Advisors (dba Tristate Financial Advisors)Jul 2023 to now
- Sterling Consulting CompanyAug 2022 to May 2023
- Textron AviationMay 2022 to Aug 2022
- The WoodsAug 2021 to Mar 2022
- Shale Creek Golf CourseJun 2018 to Aug 2021
- Medina City SchoolsJul 2006 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 3 states (FL, NC, 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
- 7785522
- Firm CRD
- 288811