Sydney
Richardson

Florida Financial Advisors, LLC

CRD#7014928
Investment Advisor
in Tampa, FL

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About this Advisor

Sydney Richardson is a financial advisor operating out of Tampa, Florida with 4 years of relevant experience. Richardson is an advisor for Florida Financial Advisors, LLC. During their career, Richardson has held roles at South Carolina Army National Guard, Aimbridge Hospitality (Hyatt Place), University Of Tampa, Florida Financial Advisors, Adecco (Epiq Systems), Ifs Securities Inc, Trinity Wealth Securities, LLC, Quality Counts and Towne Park. Richardson holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. Florida Financial Advisors, LLC is a financial advisory company headquartered in Tampa, FL. It has offices in seven locations and a total of 170 financial advisors. It manages $95 million in assets across its 3,750 customer accounts, making it one of the smaller investment advisory firms in the country by assets under management. Florida Financial Advisors, LLC offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management depend on the type of financial services provided. However, fees charged by Florida Financial Advisors, LLC can include any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

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

Sydney Richardson Work History

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

2019 - Present (5 years)

Trinity Wealth Securities, LLC

2018 - Present (6 years)

Florida Financial Advisors

2019 - 2021 (2 years)

Quality Counts

2019 - 2020 (1 year)

Towne Park

2018 - 2019 (1 year)

Adecco (Epiq Systems)

2018 - 2019 (1 year)

Ifs Securities Inc

2017 - 2018 (1 year)

University Of Tampa

2016 - 2017 (1 year)

Aimbridge Hospitality (Hyatt Place)

2009 - 2017 (8 years)

South Carolina Army National Guard

*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 Sydney Richardson 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
Dakota Colonese
Jacksonville, FL
Cameron Shepherd
Tampa, FL
Timothy Zimmerman
Tampa, FL
Ilya Pogosyan
Miami, FL
Trenton Barrett
Jacksonville, FL
Parker Shetler
Tampa, FL
Eric Wolstenholme
Philadelphia, PA

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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