Morgan Anne Falconer
Investment adviser representative at Florida Financial Advisors, LLC
12 yearsExperience
2 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.
- Florida Financial Advisors, LLCJul 2026 to now
- Florida Financial Advisors dba Four Corners Financial AdvisorsJul 2026 to now
- Colorado State Recreation CenterMay 2023 to May 2026
- Colorado State UniversityJun 2022 to May 2026
- Tony Rigatonis Italian KitchenJun 2022 to Aug 2025
- Green Mountain High SchoolJun 2018 to May 2022
- Seven Lakes Middle SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8024912
- Firm CRD
- 288811