Qais Madhat Youssef
Investment adviser representative at Florida Financial Advisors, LLC
10 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
10 years in the industry.
- Trinity Wealth Securities, LLCAug 2026 to now
- Florida Financial Advisors, LLCJun 2026 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJun 2026 to now
- PikkitFeb 2026 to Jun 2026
- Unemployed/ Seeking EmploymentJun 2025 to Feb 2026
- Office of the Evp and Provost, University of VirginiaAug 2022 to Jun 2025
- Developmental Neuroanalytics Lab At the University of VirginiaApr 2022 to May 2025
- University of Virginia (full-time Student)Aug 2020 to May 2025
- Dn Van LinesMay 2020 to Feb 2022
- Centreville HighschoolJun 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State 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
- 8302536
- Firm CRD
- 288811