AS
AS

Alexander Stak

7 Years of Experience
Orlando, FL
BrokerSells Insurance

Alexander Stak is a registered investment advisor at Florida Financial Advisors, LLC, based in Orlando, FL, with 7 years of industry experience. Alexander 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

800 N Magnolia Ave, Suite 1650, Orlando, FL, 32803

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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

Alexander works as a registered representative for Trinity Wealth Securities and as a financial consultant for Florida Financial Advisors, dedicating full-time hours to each. He also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Florida Financial Advisors, LLC
April 2019 - Present · 7 yrs 1 mo
Trinity Wealth Securities, L.L.C.Broker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Ifs SecuritiesBroker
November 2018 - February 2019 · 3 mos
State Registrations3 states
FLTXWA
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.