Samuel
Barletta
Florida Financial Advisors, LLC
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About this Advisor
Samuel Barletta is a financial advisor based in Philadelphia, Pennsylvania, working with Florida Financial Advisors, LLC. Samuel has previously held positions 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, and Trinity Wealth Securities, LLC. Samuel has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida, Pennsylvania, and Texas. Currently, Samuel 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
Services Offered
Fee Structure
Office Location
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Florida Financial Advisors, LLC Brokerage Details
$199,000,000
310
1,371
$145,150
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
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
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
Miami, FL
Vienna, VA
Atlanta, GA
Miami, FL
Tampa, FL
Jacksonville, FL
Atlanta, GA
Atlanta, GA
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