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Sophia Rose Cienfuegos

Investment adviser representative at Florida Financial Advisors, LLC
12 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

12 years in the industry.

  1. Trinity Wealth Securities, LLCJul 2026 to now
  2. Florida Financial Advisors, LLCMar 2026 to now
  3. Florida Financial Advisors dba Four Corners�financial AdvisorsMar 2026 to now
  4. University of Nevada, Las VegasAug 2023 to May 2025
  5. Accelerated Learning Clinic & AcademyJun 2023 to Mar 2026
  6. N/aMar 2023 to Jun 2023
  7. Crumbl CookiesJan 2023 to Mar 2023
  8. N/aDec 2022 to Jan 2023
  9. Crumbl CookiesAug 2022 to Dec 2022
  10. N/aJul 2022 to Aug 2022
  11. Sierra CollegeAug 2021 to May 2023
  12. Chick-fil-aJun 2021 to Jul 2022
  13. N/aAug 2020 to Jun 2021
  14. Raley'sMay 2020 to Aug 2020
  15. N/aSep 2019 to May 2020
  16. Spartan World ChampionshipSep 2019 to Sep 2019
  17. Nevada City Swimming PoolMay 2019 to Sep 2019
  18. N/aSep 2018 to May 2019
  19. Nevada City Swimming PoolMay 2018 to Sep 2018
  20. Bear River High SchoolAug 2017 to Jun 2021
  21. N/aJun 2017 to Aug 2017
  22. Magnolia Intermediate SchoolAug 2014 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026
  • Series 63 · Uniform Securities Agent State Law2026

State registrations

Registered as an investment adviser representative in 2 states (FL, NV).

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
8234002
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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