Ryan
Polaha

Florida Financial Advisors, LLC

CRD#7827114
Investment Advisor
in Philadelphia, PA

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About this Advisor

Ryan Polaha is a financial advisor based in Philadelphia, Pennsylvania, working with Florida Financial Advisors, LLC. Ryan has previously held positions at Florida Financial Advisors Dba Tristate Financial Advisors, Olive Garden, Syracuse University, Bulukutu Tea, Home Depot, Victorias Secret, Conestoga Swim Club, Saint Josephs Preparatory School, The Cheesecake Factory, and The Union League. Ryan has passed the Series 65 regulatory exam and is registered to provide services in Florida and Pennsylvania. Currently, Ryan is part of Florida Financial Advisors, LLC, which operates out of Philadelphia, Pennsylvania. The firm has 10 offices and 310 employees. The firm manages assets totaling $199.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Florida Financial Advisors, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65

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

100 South Broad Street Suite 1801
Philadelphia, PA 19110

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$199,000,000

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

310

PA Average: 62
Total Number of Accounts

1,371

PA Average: 2,474
Average Account Size

$145,150

PA 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

Ryan Polaha Work History

2024 - Present (0 year)

The Cheesecake Factory

2024 - Present (0 year)

The Union League

2023 - Present (1 year)

Florida Financial Advisors Dba Tristate Financial Advisors

2023 - Present (1 year)

Olive Garden

2022 - 2022 (< 1 year)

Bulukutu Tea

2021 - 2021 (< 1 year)

Syracuse University

2021 - 2021 (< 1 year)

Syracuse University

2021 - 2021 (< 1 year)

Home Depot

2019 - 2021 (2 years)

Victorias Secret

2018 - 2023 (5 years)

Syracuse University

2014 - 2018 (4 years)

Conestoga Swim Club

2014 - 2018 (4 years)

Saint Josephs Preparatory School

Disclosures

Please visit the SEC profile of Ryan Polaha 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

Aidan Flint
Vienna, VA
Melanie Messer
Atlanta, GA
Logan Blackley
Atlanta, GA
Abdou Njie
Atlanta, GA
Alexander Stak
Orlando, FL
Nicholas Mangino
Atlanta, GA
John Edie
Atlanta, GA
Adam Granville
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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