SP
CFP
SP
CFP

Sylvia Presley

31 Years of Experience
Longwood, FL
Broker

Sylvia Presley is a CFP-designated registered investment advisor, based in Longwood, FL, with 31 years of industry experience.

Location

250 So. Ronald Reagan Blvd., Suite 100, Longwood, FL, 32750

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Sylvia is a trustee for two trusts, providing accounting, tax preparation, and bill paying services. She is also the president of S C Presley and Co., Inc. and owns Sylvia Presley, Real Estate Broker, dedicating nearly full-time hours to S C Presley and minimal time to real estate.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
August 2025 - Present · 9 mos
Previous Registrations
Avantax Advisory Services
August 1995 - September 2025 · 30 yrs 1 mo
Avantax Investment Services, INC.Broker
October 1994 - September 2025 · 30 yrs 11 mos
State Registrations10 states
CAFLGALANCNJNVNYTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Sylvia Presley - Financial Advisor | TrueAdvisor