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Robert Laieta

Investment adviser representative at Florida Financial Advisors, LLC
13 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

13 years in the industry.

  1. Florida Financial Advisors, LLCSep 2026 to now
  2. Fidelity InvestmentsMar 2025 to Jun 2026
  3. UnemployedMay 2024 to Mar 2025
  4. Morgan StanleySep 2023 to May 2024
  5. UnemployedJun 2023 to Sep 2023
  6. BNY MellonApr 2021 to Jun 2023
  7. Handy Pantry DeliApr 2020 to Dec 2020
  8. Fordham UniversitySep 2019 to May 2021
  9. UnemployedMay 2019 to Mar 2020
  10. Suffolk County Community CollegeSep 2017 to May 2019
  11. UnemployedJan 2013 to Sep 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2026

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
7792625
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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