Sara
Czafit
Florida Financial Advisors, LLC
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About this Advisor
Sara Czafit is a financial advisor working out of Tampa, Florida. Czafit is an advisor for Florida Financial Advisors, LLC. Czafit has gained experience at Florida Financial Advisors, Htlc Venture Inc, Appleone, Tetra Tech, Concentrix, Jimotti'S, The Sanctum Coffee & Juice Bar, Starbucks Coffee Company, Squaretrade, University Of Central Florida, Seminole High School, Chewy Boba Company, Covelli Enterprises, Greenway Ford and Dls Events. Czafit maintains a Series 65 license, designating them as an investment advisor representative, and is registered to serve investors in Florida. Florida Financial Advisors, LLC is a financial advisory business that has its headquarters in Tampa, FL. The company has offices in seven locations and a total of 170 financial advisors. It manages $95 million in total assets across its 3,750 accounts, placing it among the smaller investment advisory firms in the country by assets under management. Florida Financial Advisors, LLC offers 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. A financial advisor's fee schedules typically vary depending on the type of financial services. Fees charged by Florida Financial Advisors, LLC most likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Florida Financial Advisors, LLC Brokerage Details
$94,820,946
170
3,750
$25,286
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
Sara Czafit Work History
Sara has been registered as a financial advisor for 0 years.*
Florida Financial Advisors
Htlc Venture Inc
Appleone
Tetra Tech
Squaretrade
Concentrix
Jimotti'S
The Sanctum Coffee & Juice Bar
Chewy Boba Company
Dls Events
Starbucks Coffee Company
Greenway Ford
University Of Central Florida
Covelli Enterprises
Seminole 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 Sara Czafit 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
Tampa, FL
Miami, FL
Jacksonville, FL
Tampa, FL
Tampa, FL
Charlotte, NC
Jacksonville, FL
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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