Samuel Meredith
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.
- Florida Financial Advisors dba Four Corners Financial AdvisorsApr 2026 to now
- Trinity Wealth Securities, LLCAug 2024 to now
- Florida Financial Advisors, LLCJul 2024 to now
- Crafty CrabMay 2023 to Jul 2024
- Turley ConstructionMay 2022 to May 2023
- Steak N ShakeOct 2021 to Apr 2022
- Sunglass HutMay 2021 to Sep 2021
- Cafe On the BayApr 2020 to Feb 2021
- PacsunNov 2019 to Dec 2019
- Forest Glen Golf and Country ClubOct 2019 to Mar 2020
- M&m's CafeJun 2018 to Nov 2019
- Naples High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 3 states (CO, FL, LA).
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
- 7958625
- Firm CRD
- 288811