Margaret Theobald Costanzo
Investment adviser representative at Florida Financial Advisors, LLC
27 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
27 years in the industry.
- Trinity Wealth Securities, LLCAug 2026 to now
- Florida Financial Advisors, LLCJun 2026 to now
- UnemployedFeb 2026 to Jun 2026
- Luminous PsychiatricJun 2024 to Feb 2026
- Skidmore CollegeJul 1999 to May 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State 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
- 8302476
- Firm CRD
- 288811