Brendan Anthony Wallace
Investment adviser representative at Florida Financial Advisors, LLC
10 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
10 years in the industry.
- Trinity Wealth Securities, LLCAug 2026 to now
- Florida Financial Advisors, LLCApr 2026 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsApr 2026 to now
- N/aMay 2025 to Apr 2026
- Incredible Supply and LogisticsJun 2023 to Aug 2023
- Hampden-sydney CollegeAug 2021 to May 2025
- Frank W. Cox HighschoolSep 2017 to Jun 2021
- UnemployedApr 2016 to Sep 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 3 states (FL, NC, 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
- 8255323
- Firm CRD
- 288811