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Shawn Hsu

Investment adviser representative at Florida Financial Advisors, LLC
11 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

11 years in the industry.

  1. Florida Financial Advisors, LLCJul 2026 to now
  2. Florida Financial Advisors dba Tristate Financial Advisors​Jul 2026 to now
  3. Johns Hopkins UniversityAug 2021 to May 2026
  4. Mission San Jose High SchoolAug 2017 to Jun 2021
  5. William Hopkins Junior High SchoolAug 2015 to Jun 2017

Exams passed

  • Series 65 · Uniform Investment Adviser 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
8312111
Firm CRD
288811
Advisor's SEC record (opens in a new tab)
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