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Eliot Michael Edward

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.

  1. Florida Financial Advisors, LLCJun 2026 to now
  2. Florida Financial Advisors dba Tristate Financial Advisors​Jun 2026 to now
  3. University of Tn - Full Time StudentSep 2025 to May 2026
  4. Modern WoodmanJun 2025 to Aug 2025
  5. University of Tn - Full Time StudentSep 2024 to May 2025
  6. Professional Lifeguarding and Safety ServicesJun 2024 to Aug 2024
  7. University of Tn - Full Time StudentAug 2022 to May 2024
  8. St Margaret's Episcopal SchoolAug 2018 to May 2022
  9. St Margaret's Episcopal SchoolJun 2016 to Jun 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 2 states (FL, NC).

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
8302581
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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