CB
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Coty Brawdy

8 Years of Experience
Tampa, FL
1 Disclosure

Coty Brawdy is a registered investment advisor at Ffo Investments LLC, based in Tampa, FL, with 8 years of industry experience. Coty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 160 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
160 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$207.1M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Asset management fees typically range from 0.00% to 2.00% annually, billed quarterly.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1208 E. Kennedy Blvd, Suite 222, Tampa, FL, 33602

Get directions

History

Regulatory History (1)
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Employment Separation After Allegations
October 2020
Employment History
Current Registrations
Ffo Investments LLC
August 2026 - Present · 2 mos
Previous Registrations
Manning & Napier Advisors, LLC
February 2023 - September 2025 · 2 yrs 7 mos
Manning & Napier Investor Services, INC.Broker
February 2023 - September 2025 · 2 yrs 7 mos
Goldman Sachs & CO. LLCBroker
June 2022 - February 2023 · 8 mos
Goldman Sachs Personal Financial Management
November 2020 - February 2023 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2017 - October 2020 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - October 2020 · 3 yrs 2 mos
State Registrations1 state
FL
Advisor

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.
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