Shadan Dalshad Khalid
Investment adviser representative at Florida Financial Advisors, LLC
10 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
10 years in the industry.
- Florida Financial Advisors, LLCNov 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsNov 2025 to now
- Tristate Financial AdvisorsMay 2025 to Nov 2025
- New York UniversitySep 2021 to May 2025
- Dana Hall SchoolSep 2019 to Jun 2021
- Classical School of MedesSep 2015 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 8163336
- Firm CRD
- 288811