Satchel Martin
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, LLCMay 2026 to now
- Florida Financial Advisors, LLCSep 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsSep 2025 to now
- UnemployedMay 2025 to Sep 2025
- Noecee Global IncMay 2024 to Aug 2024
- Chipotle Mexican GrillMay 2022 to Aug 2022
- Oh Baby SushiMay 2022 to Aug 2022
- The American UniversityAug 2021 to May 2025
- UnemployedMay 2021 to Aug 2021
- Self EmployedMay 2020 to Aug 2020
- Oakland Technical High SchoolAug 2017 to May 2021
- UnemployedMay 2017 to Aug 2017
- East Bay Innovation AcademySep 2015 to May 2017
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, PA, 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
- 8165289
- Firm CRD
- 288811