Samuel
Barletta
Florida Financial Advisors, LLC
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About this Advisor
Samuel Barletta is a financial advisor operating in Philadelphia, Pennsylvania with a total of 1 year of industry experience. Barletta is an advisor for Florida Financial Advisors, LLC. Over the course of their career, they have held roles at Florida Financial Advisors Dba Tristate Financial Advisors, Buckman'S Ski And Snowboard Shop, Wsfs Bank, Chestnut Hill College, Jdog Junk Removal, Diamond Baseball Academy, Seagis, Move U And Junk U, Spring-Ford High School, Spring-Ford Middle School and Trinity Wealth Securities, LLC. Barletta holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Pennsylvania. Florida Financial Advisors, LLC is a business operating out of Tampa, FL. It has offices in seven locations and a total of 170 advisors. It oversees $95 million in assets across its 3,750 client accounts, making it one of the smaller investment advisory firms in the country by assets under management. Florida Financial Advisors, LLC has 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. Financial management fee schedules typically are based on which services are offered. However, fee types billed by Florida Financial Advisors, LLC most likely are comprised of any 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
Samuel Barletta Work History
Samuel has been registered as a financial advisor for 1 years.*
Trinity Wealth Securities, LLC
Florida Financial Advisors Dba Tristate Financial Advisors
Buckman'S Ski And Snowboard Shop
Seagis
Move U And Junk U
Wsfs Bank
Diamond Baseball Academy
Jdog Junk Removal
Chestnut Hill College
Spring-Ford High School
Spring-Ford Middle 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 Samuel Barletta 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
Tampa, FL
Tampa, FL
Charlotte, NC
Miami, FL
Jacksonville, FL
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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