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Sydney Richardson

7 Years of Experience
Tampa, FL
BrokerSells Insurance

Sydney Richardson is a registered investment advisor at Florida Financial Advisors, LLC, based in Tampa, FL, with 7 years of industry experience. Sydney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,755 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
654 advisors
IM Fee
Planning only
Assets Under Management
$317.8M
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Location

6550 W Hillsborough, Suite 130, Tampa, FL, 33634

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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 ActivitiesSells Insurance

Sydney works as a financial consultant for Florida Financial Advisors and as a registered representative for Trinity Wealth Securities, both full-time positions. Sydney also engages in fixed insurance sales for Florida Financial Insurance, dedicating a few hours per week.

Employment History
Current Registrations
Florida Financial Advisors, LLC
November 2019 - Present · 6 yrs 6 mos
Trinity Wealth Securities, L.L.C.Broker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Ifs SecuritiesBroker
January 2019 - February 2019 · 1 mo
State Registrations2 states
FLTX
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.