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Joshua Belenke

Investment adviser representative at Florida Financial Advisors, LLC
12 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

12 years in the industry.

  1. Trinity Wealth Securities, LLCNov 2025 to now
  2. Florida Financial Advisors, LLCApr 2025 to now
  3. Smart PublishingApr 2021 to now
  4. Equitable Advisors, LLCMay 2024 to Jan 2025
  5. B. Riley ManagementSep 2023 to Nov 2023
  6. Florida State UniversityAug 2019 to May 2023
  7. UnemployedMay 2019 to Aug 2019
  8. Young Judaea Gap Year ProgramAug 2018 to May 2019
  9. Camp JudaeaJun 2018 to Aug 2018
  10. Marjory Stoneman Douglas High SchoolAug 2014 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

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
7809711
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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