Alexis
Stonestreet

Florida Financial Advisors, LLC

CRD#7935196
Investment Advisor
in Austin, TX

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About this Advisor

Alexis Stonestreet is a financial advisor based in Austin, Texas, working with Florida Financial Advisors, LLC. Alexis has previously held positions at Florida Financial Advisors Dba Texas Financial Advisors, Gardner Employment Law, University Of Texas At Austin, Uchi, Xian Sushi And Noodles, Starbucks, Murray Holcomb Congressional Campaign, Sushi Niichi, Rakuu Sushi Bar And Asian Cuisine, Carley Household, N/A, and The Rodent Shoppe. Alexis has passed the Series 65 regulatory exam and is registered to provide services in Florida and Texas. Currently, Alexis is part of Florida Financial Advisors, LLC, which operates out of Austin, Texas. 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

8601 Ranch Road 2222 Building 1 - Suite 225
Austin, TX 78730

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$199,000,000

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

310

TX Average: 62
Total Number of Accounts

1,371

TX Average: 2,474
Average Account Size

$145,150

TX 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

Alexis Stonestreet Work History

2024 - Present (0 year)

Florida Financial Advisors Dba Texas Financial Advisors

2024 - Present (0 year)

The Rodent Shoppe

2019 - Present (5 years)

University Of Texas At Austin

2023 - 2023 (< 1 year)

Gardner Employment Law

2022 - 2022 (< 1 year)

Uchi

2021 - 2022 (1 year)

Xian Sushi And Noodles

2020 - 2020 (< 1 year)

Starbucks

2019 - 2019 (< 1 year)

Murray Holcomb Congressional Campaign

2019 - 2020 (1 year)

Sushi Niichi

2019 - 2019 (< 1 year)

Rakuu Sushi Bar And Asian Cuisine

2015 - 2019 (4 years)

Carley Household

2014 - 2015 (1 year)

N/A

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Disclosures

Please visit the SEC profile of Alexis Stonestreet 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

Mario Mcgee
Charlotte, NC
Michael Chiolo
Philadelphia, PA
Savana Jordan
Charlotte, NC
Alexandra Hough
Orlando, FL
Ryan Polaha
Philadelphia, PA
Zachary Macfarland
Charlotte, NC
John Edie
Atlanta, GA
Frederick Poole
Tampa, FL

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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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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