Bennett Michael Mallios
Investment adviser representative at Florida Financial Advisors, LLC
11 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
11 years in the industry.
- Trinity Wealth Securities, LLCFeb 2026 to now
- Florida Financial Advisors, LLCAug 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsAug 2025 to now
- UnemployedMay 2025 to Aug 2025
- Method CoJun 2024 to Dec 2024
- BenihanaJun 2023 to Aug 2023
- College of CharlestonJan 2023 to May 2025
- Kenwood Country ClubMay 2022 to Aug 2022
- Pro Sports OutlookMay 2022 to Aug 2022
- Syracuse UniversityAug 2021 to Dec 2022
- Kenwood Country ClubOct 2020 to Aug 2021
- Pool PersonnelMay 2020 to Aug 2020
- Pool PersonnelMay 2019 to Sep 2019
- Walt Whitman High SchoolAug 2017 to May 2021
- Pool PersonnelJun 2015 to Sep 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 3 states (FL, SC, 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
- 8147523
- Firm CRD
- 288811