Nathan Leedy
Nathan Leedy is a registered investment advisor at Florida Financial Advisors, LLC, based in Naples, FL, with 5 years of industry experience. Nathan 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
Firm Size
IM Fee
Assets Under Management
Location
Naples, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nathan 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
Trinity Wealth Securities, L.L.C.Broker
Trinity Wealth Securities, L.L.C.
State Registrations49 states
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