William Christopher Schmidt
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, LLCSep 2026 to now
- Florida Financial Advisors, LLCJun 2025 to now
- D&hMay 2024 to Aug 2024
- Washington CollegeJan 2023 to May 2025
- Dixon ValveJan 2022 to Mar 2024
- Chik Fil AOct 2020 to Jan 2022
- Henson Family YmcaMar 2018 to Jul 2020
- UnemployedJan 2015 to Mar 2018
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
- 8108915
- Firm CRD
- 288811