Michael Pilotos
Investment adviser representative at Florida Financial Advisors, LLC
12 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
12 years in the industry.
- Trinity Wealth Securities, LLCOct 2024 to now
- Florida Financial Advisors, LLCAug 2024 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsAug 2024 to now
- Amparo R Alfaro CpaOct 2024 to Jul 2025
- Amparo R Alfaro CpaMay 2024 to Jul 2024
- Borderlink, Inc.Jun 2022 to Apr 2024
- Amparo R Alfaro CpaMay 2021 to Jun 2022
- Chavez Enterprises, Inc.May 2020 to May 2021
- Sandra Tax ConsultantJan 2020 to May 2020
- Western Carolina UniversityAug 2019 to Dec 2021
- Western Carolina UniversitySep 2018 to May 2019
- TacobellJun 2016 to Aug 2018
- Caldwell Early College HighschoolAug 2014 to May 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, NC, 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
- 7969842
- Firm CRD
- 288811