William
Dubow

Florida Financial Advisors, LLC

CRD#6366839
Investment Advisor
in Vienna, VA

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About this Advisor

William Dubow is a financial advisor based in Vienna, Virginia, working with Florida Financial Advisors, LLC. William has previously held positions at Florida Financial Advisors Dba Tristate Financial Advisors, Due South, Trinity Wealth Securities, LLC, Freddie Mac, and Leaseaccelerator. William has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida and Virginia. Currently, William is part of Florida Financial Advisors, LLC, which operates out of Vienna, Virginia. 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, Series 63

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

8605 Westwood Center Drive Suite 206
Vienna, VA 22182

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Florida Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$199,000,000

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

310

VA Average: 62
Total Number of Accounts

1,371

VA Average: 2,474
Average Account Size

$145,150

VA 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

William Dubow Work History

2024 - Present (0 year)

Florida Financial Advisors Dba Tristate Financial Advisors

2024 - Present (0 year)

Trinity Wealth Securities, LLC

2020 - 2020 (< 1 year)

Leaseaccelerator

2018 - 2019 (1 year)

Due South

2017 - 2018 (1 year)

Freddie Mac

Disclosures

Please visit the SEC profile of William Dubow 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
Joseph Perrone
Tampa, FL
Jordan Nicolson
Jacksonville, FL
Alexander Stak
Orlando, FL
Austin Graves
Nashville, TN
Daniel Raps-Huffman
Atlanta, GA
Connor Goodwin
Miami, 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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