Samuel Luc Rosa
Investment adviser representative at Florida Financial Advisors, LLC
22 yearsExperience
2 statesRegistered in
$456.1MFirm assets
3 yearsFirm in business
Are you Samuel Luc Rosa? Claim your profile
Contact this firm
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
22 years in the industry.
- Florida Financial Advisors, LLCJun 2026 to now
- Florida Financial Advisors dba�new England�financial AdvisorsJun 2026 to now
- WhittleseyJun 2025 to Aug 2025
- WhittleseyJun 2024 to Aug 2024
- Providence CollegeAug 2022 to May 2026
- Conard High SchoolSep 2018 to Jun 2022
- UnemployedSep 2004 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, RI).
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
- 8292240
- Firm CRD
- 288811