Kathryn Marie Rose
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, LLCJun 2026 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJun 2026 to now
- Aptitude ResearchMay 2025 to Aug 2025
- Norway Savings BankMay 2023 to Jan 2025
- Bentley UniversitySep 2022 to May 2026
- Lake Region CateringJun 2020 to May 2022
- Gateway To Opportunities Partnered With Loon Echo Land TrustJun 2020 to Aug 2020
- Lake Region High SchoolSep 2018 to Jun 2022
- UnemployedJun 2018 to Sep 2018
- Lake Region Middle SchoolSep 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 8292211
- Firm CRD
- 288811