Patrick Joseph Ackerman
Investment adviser representative at Florida Financial Advisors, LLC
12 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
12 years in the industry.
- Trinity Wealth Securities, LLCOct 2025 to now
- Florida Financial Advisors, LLCJul 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJun 2025 to now
- Parking Management CompanyJan 2024 to Apr 2024
- College of CharlestonAug 2021 to May 2025
- Morris County Golf ClubApr 2020 to Aug 2024
- Seton Hall Preparatory SchoolSep 2017 to May 2021
- Black River Middle SchoolSep 2014 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, TN, 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
- 8120172
- Firm CRD
- 288811