Matias Alejandro Lozada
Investment adviser representative at Florida Financial Advisors, LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Florida Financial Advisors, LLCJun 2026 to now
- Family ClotheslineSep 2025 to Dec 2025
- Penn State RecreationAug 2024 to Apr 2025
- Afp IntegraJun 2024 to Aug 2024
- The Pennsylvania State UniversityAug 2023 to May 2026
- Creighton UniversityAug 2022 to May 2023
- San Pedro SchoolMar 2010 to Dec 2021
- UnemployedJan 2010 to Aug 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8302445
- Firm CRD
- 288811