Eric
Scarlett

Florida Financial Advisors, LLC

CRD#7286423
Investment Advisor
in Charlotte, NC

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About this Advisor

Eric Scarlett is a financial advisor who works out of Charlotte, North Carolina with 3 years of relevant experience. Scarlett is an advisor for Florida Financial Advisors, LLC. Scarlett has gained experience at Florida Financial Advisors, Rollins College, Pine View School, Ulrich Scarlett Wickman & Dean, P.A, Trinity Wealth Securities L.L.C, Florida Financial Advisors Dba Tristate Financial Advisors and Trinity Wealth Securities, LLC. Scarlett has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and North Carolina. Florida Financial Advisors, LLC is a business that has its headquarters in Tampa, FL. It has offices in seven locations and a total of 170 people on staff. It controls $95 million in assets among its 3,750 client accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Florida Financial Advisors, LLC offers a number 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. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees billed by Florida Financial Advisors, LLC likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 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

2125 Southend Drive Suite 350
Charlotte, NC 28203

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$94,820,946

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

170

NC Average: 62
Total Number of Accounts

3,750

NC Average: 2,474
Average Account Size

$25,286

NC 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

Eric Scarlett Work History

Eric has been registered as a financial advisor for 3 years.*

2022 - Present (2 years)

Florida Financial Advisors Dba Tristate Financial Advisors

2022 - Present (2 years)

Trinity Wealth Securities, LLC

2020 - 2022 (2 years)

Florida Financial Advisors

2020 - 2022 (2 years)

Trinity Wealth Securities L.L.C

2016 - 2020 (4 years)

Rollins College

2016 - 2016 (< 1 year)

Ulrich Scarlett Wickman & Dean, P.A

2010 - 2016 (6 years)

Pine View 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 Eric Scarlett 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
Timothy Zimmerman
Tampa, FL
Cameron Shepherd
Tampa, FL
Dakota Colonese
Jacksonville, FL
Trenton Barrett
Jacksonville, FL
Ilya Pogosyan
Miami, FL
Parker Shetler
Tampa, FL
William Macaluso
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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