Miguel Ortiz
Investment adviser representative at Florida Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$456.1MFirm assets
3 yearsFirm in business
Are you Miguel Ortiz? Claim your profile
Contact this firm
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, LLCOct 2025 to now
- Florida Financial Advisors, LLCAug 2025 to now
- Eggs Up GrillOct 2024 to Mar 2025
- Bubba GarciasJun 2022 to May 2024
- Georgia Southern UniversityMay 2021 to May 2025
- Frederica HouseSep 2019 to Dec 2023
- Glynn Academy High SchoolAug 2017 to May 2021
- Glynn Middle SchoolJan 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8146535
- Firm CRD
- 288811