Kyle Andrew Roberts
Investment adviser representative at Florida Financial Advisors, LLC
10 yearsExperience
4 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
10 years in the industry.
- Trinity Wealth Securities, LLCMay 2025 to now
- Florida Financial Advisors, LLCApr 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsApr 2025 to now
- First Command Advisory Services, Inc.Feb 2025 to Apr 2025
- First Command Insurance Services, Inc.Feb 2025 to Apr 2025
- First Command Brokerage Services, Inc.Sep 2024 to Apr 2025
- Florida Financial AdvisorsMay 2023 to Feb 2025
- Cape May Fitness CenterAug 2022 to May 2023
- Arizona State UniversityAug 2018 to Dec 2022
- Cape May Beach PatrolMay 2016 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 4 states (FL, PA, TX, 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
- 7807874
- Firm CRD
- 288811