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Tobias Financial Advisors CRD 104711
$1.19B regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1000 S. Pine Island Road Suite 450, Plantation, FL 33324 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-05 |
Branch Locations
1000 S. Pine Island Road Suite 450, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fides Wealth Strategies Group | San Diego | CA | 11/2015 | 09/2016 |
| The Wealth Consulting Group | San Diego | CA | 11/2015 | 11/2018 |
| Lpl Financial, Llc | San Diego | CA | 09/2016 | 11/2018 |
| Koa Wealth Management, Llc | San Diego | CA | 11/2018 | 12/2021 |
| Mariner Wealth Advisors | San Diego | CA | 01/2022 | 01/2025 |
| Tobias Financial Advisors | Plantation | FL | 01/2025 | Present |
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