Daniel Ramos
Investment adviser representative at Florida Financial Advisors, LLC
13 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
13 years in the industry.
- Trinity Wealth Securities, LLCAug 2025 to now
- Florida Financial Advisors, LLCApr 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsApr 2025 to now
- Pga Tour SuperstoreJun 2022 to Apr 2026
- Antenna GroupJun 2022 to Feb 2024
- Tennis TopiaJun 2021 to Jun 2022
- SnagApr 2021 to Jun 2021
- University of California Santa BarbaraSep 2017 to Jun 2021
- Tennis TopiaJun 2017 to Sep 2017
- Bullis SchoolSep 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 3 states (FL, TX, VA).
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
- 8080493
- Firm CRD
- 288811