Caleb Peluso-harper
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, LLCDec 2025 to now
- Florida Financial Advisors, LLCSep 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsSep 2025 to now
- DoordashJul 2025 to Sep 2025
- N/aMay 2025 to Jul 2025
- Just Love Coffee CafeJan 2025 to May 2025
- Matter CollectiveNov 2023 to Jan 2025
- Middle Tennessee State UniversityAug 2023 to May 2025
- Nelly's Italian CafeAug 2022 to Dec 2023
- Bonfire Mongolian GrillSep 2021 to Jun 2022
- Columbia State Community CollegeAug 2021 to May 2023
- Fully Leaded CoffeeJun 2021 to Jul 2021
- Groove LifeJun 2020 to Nov 2020
- HomeschoolAug 2014 to May 2023
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
- 8167333
- Firm CRD
- 288811