Juan Sebastian Rothman
Investment adviser representative at Florida Financial Advisors, LLC
11 yearsExperience
1 stateRegistered 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.
- Trinity Wealth Securities, LLCJun 2025 to now
- Florida Financial Advisors, LLCApr 2025 to now
- UnemployedMay 2024 to Apr 2025
- Mainstreet EntertainmentAug 2021 to May 2024
- Southern Table HopsitalityMay 2021 to Aug 2022
- South Georgia State CollegeAug 2019 to Apr 2021
- McdonaldsJun 2019 to Jul 2019
- UnemployedApr 2015 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8076385
- Firm CRD
- 288811