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Liam Xavier Leahy

Investment adviser representative at Florida Financial Advisors, LLC
11 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

11 years in the industry.

  1. Florida Financial Advisors, LLCJan 2025 to now
  2. College At UnfSep 2024 to Dec 2024
  3. Holy Family Catholic SchoolJun 2024 to Aug 2024
  4. College At UnfDec 2023 to May 2024
  5. Jimmy JohnsOct 2020 to Nov 2023
  6. PostmatesJan 2020 to Oct 2020
  7. Taco BellJul 2019 to Nov 2019
  8. Bishop Kenny High SchoolJan 2015 to Jul 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 3 states (FL, LA, 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
8028383
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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