Alexander
Stak

Florida Financial Advisors, LLC

CRD#7015658
Investment Advisor
in Tampa, FL

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About this Advisor

Alexander Stak is a financial advisor working out of Tampa, Florida with 4 years of industry experience. Stak is currently employed by Florida Financial Advisors, LLC. Throughout their career, Stak has worked at Florida Financial Advisors, Florida State University, Plato'S Closet, Growler Usa, The Strip, Dairy Queen, Port St. Lucie High School, Ifs Securities Inc and Trinity Wealth Securities L.L.C. Stak has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in Florida. Florida Financial Advisors, LLC is a business based out of Tampa, FL. It has offices in seven locations and a total of 170 employees. It has $95 million in assets under management between its 3,750 customer accounts, placing it among the smaller financial advisory firms in the United States by assets under management. The firm provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically vary depending on which services the firm provides the client. Fee types billed by Florida Financial Advisors, LLC likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

401 S 12Th St. Unit 2
Tampa, FL 33602

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$94,820,946

FL Average: $1,855,561,029
Total Number of Employees

170

FL Average: 62
Total Number of Accounts

3,750

FL Average: 2,474
Average Account Size

$25,286

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Alexander Stak Work History

Alexander has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Trinity Wealth Securities L.L.C

2018 - Present (6 years)

Florida Financial Advisors

2018 - 2019 (1 year)

Ifs Securities Inc

2017 - 2017 (< 1 year)

Growler Usa

2016 - 2016 (< 1 year)

The Strip

2014 - 2018 (4 years)

Florida State University

2014 - 2014 (< 1 year)

Plato'S Closet

2013 - 2014 (1 year)

Dairy Queen

2010 - 2014 (4 years)

Port St. Lucie High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alexander Stak to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Florida Financial Advisors, LLC

Vachel Pennebaker
Charlotte, NC
Trenton Barrett
Jacksonville, FL
Ilya Pogosyan
Miami, FL
Parker Shetler
Tampa, FL
Dakota Colonese
Jacksonville, FL
Cameron Shepherd
Tampa, FL
Timothy Zimmerman
Tampa, FL
Jonathan Colquitt
Tampa, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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