Dylan Cody Tong
Investment adviser representative at Florida Financial Advisors, LLC
11 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
11 years in the industry.
- Florida Financial Advisors, LLCJan 2026 to now
- Florida Financial Advisors dba Texas Financial AdvisorsJan 2026 to now
- UnemployedMay 2025 to Dec 2025
- Legacy AcquisitionsApr 2025 to May 2025
- UnemployedJan 2024 to Apr 2025
- Compass GroupAug 2022 to Dec 2024
- Blue Raven SolarJul 2022 to Aug 2022
- Hawaiian Bros.Jun 2021 to Aug 2021
- Mma Inc.May 2020 to Aug 2020
- University of ArkansasAug 2019 to Dec 2024
- Shake ShackApr 2019 to Aug 2019
- Carroll Senior High SchoolAug 2017 to May 2019
- Carroll High SchoolAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8208951
- Firm CRD
- 288811