Ana Cecilia Tellez
Investment adviser representative at Florida Financial Advisors, LLC
10 yearsExperience
2 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.
- Trinity Wealth Securities, LLCSep 2026 to now
- Florida Financial Advisors, LLCOct 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsOct 2025 to now
- Virginia TechDec 2024 to Jan 2025
- Inn At Little WashingtonNov 2024 to Nov 2024
- George MasonJan 2024 to Sep 2025
- Bistro 63Sep 2022 to Dec 2022
- Umass AmherstJan 2022 to Dec 2023
- Bungalow LakehouseMay 2021 to Sep 2021
- Texas RoadhouseSep 2020 to Mar 2021
- Uncle JuliosSep 2019 to Sep 2020
- Northern Virginia Community CollegeSep 2018 to Dec 2022
- SkyzoneSep 2018 to Sep 2019
- Volcano IslandMay 2018 to Sep 2018
- Potomac Falls High SchoolSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8182839
- Firm CRD
- 288811