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Sidney Louis Smith

Investment adviser representative at Florida Financial Advisors, LLC
11 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

11 years in the industry.

  1. Trinity Wealth Securities, LLCMar 2025 to now
  2. Florida Financial Advisors, LLCJan 2025 to now
  3. UnemployedAug 2024 to Dec 2024
  4. AdpAug 2022 to Jul 2024
  5. Trustco BankJan 2019 to May 2022
  6. PublixJan 2015 to Dec 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
8031411
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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