Sean
Diorio

Florida Financial Advisors, LLC

CRD#7292169
Investment Advisor
in Philadelphia, PA

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About this Advisor

Sean Diorio is a financial advisor based in Philadelphia, Pennsylvania, working with Florida Financial Advisors, LLC. Sean has previously held positions at Tristate Financial Advisors, Bluestone Country Club, Redstone American Grill, Temple University, Montgomery County Community College, Plymouth Whitemarsh Senior High School, and Trinity Wealth Securities L.L.C. Sean has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Pennsylvania, and Texas. Currently, Sean 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 63, 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

Sean Diorio Work History

2020 - Present (4 years)

Tristate Financial Advisors

2020 - Present (4 years)

Trinity Wealth Securities L.L.C

2018 - 2020 (2 years)

Temple University

2017 - 2021 (4 years)

Bluestone Country Club

2017 - 2017 (< 1 year)

Redstone American Grill

2016 - 2018 (2 years)

Montgomery County Community College

2012 - 2016 (4 years)

Plymouth Whitemarsh Senior High School

Disclosures

Please visit the SEC profile of Sean Diorio 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
Marcel Kozlowski
Philadelphia, PA
Jordan Nicolson
Jacksonville, FL
Abdou Njie
Atlanta, GA
Jerid Mei
Charlotte, NC
Daniel Raps-Huffman
Atlanta, GA
Adam Granville
Atlanta, GA
Logan Blackley
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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