Matthew Eldar Williams
Investment adviser representative at Florida Financial Advisors, LLC
10 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
10 years in the industry.
- Trinity Wealth Securities, LLCNov 2024 to now
- Florida Financial Advisors, LLCJun 2024 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJun 2024 to Jul 2026
- N/aSep 2023 to May 2024
- Allan Domb Real EstateMay 2023 to Aug 2023
- N/aJan 2023 to Apr 2023
- Raymour and FlaniganJun 2021 to Dec 2022
- Crossroads TavernFeb 2019 to Jun 2021
- Pennridge High SchoolAug 2016 to Jun 2020
- Dam Good CafeFeb 2016 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 3 states (FL, PA, 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
- 7940553
- Firm CRD
- 288811