Stephany
Bautista
Florida Financial Advisors, LLC
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About this Advisor
Stephany Bautista is a financial advisor operating in Atlanta, Georgia who has 3 years of relevant experience. Bautista currently works for Florida Financial Advisors, LLC. Throughout their career, they have worked at Florida Financial Advisors, The Family Doctors, LLC, Target, Corp, Currency Exchange International, University Of Central Florida, Trinity Wealth Securities L.L.C, Florida Financial Advisors (Dba Georgia Financial Advisors) and Trinity Wealth Securities, LLC. Bautista maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Georgia. Florida Financial Advisors, LLC is an advisory business operating out of Tampa, FL. The company has offices in seven locations and a total of 170 employees. It administers $95 million in assets under management across its 3,750 client accounts, making it one of the smaller investment advisory firms in the United States by assets under management. The company performs 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 advice largely vary depending on the services provided. However, fees charged by Florida Financial Advisors, LLC can include some blend of 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
Stephany Bautista Work History
Stephany has been registered as a financial advisor for 3 years.*
Florida Financial Advisors (Dba Georgia Financial Advisors)
Trinity Wealth Securities, LLC
Florida Financial Advisors
Trinity Wealth Securities L.L.C
Currency Exchange International
Target, Corp
The Family Doctors, LLC
University Of Central Florida
*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 Stephany Bautista 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
Jacksonville, FL
Tampa, FL
Tampa, FL
Jacksonville, FL
Miami, FL
Charlotte, NC
Charlotte, NC
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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