Maxwell Alan Gendelman

Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2025 → Present
  Florida Financial Advisors Dba Tristate Financial Advisors
  Philadelphia, PA
• 08/2021 → 05/2025
  Penn State
  State College, PA
• 02/2025 → 05/2025
  Uncle John's Jawns
  State College, PA
• 07/2015 → 08/2024
  Jersey Mike's
  Blue Bell/Horsham, PA
• 11/2025 → Present
  Trinity Wealth Securities, Llc
  Philadelphia, PA

Other Businesses

o Florida Financial Advisors (DBA Tristate Financial Advisors). Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA, USA, 19103. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Florida Financial Insurance (DBA Tristate Financial Advisors). Not Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA, USA, 19103. Nature of Business: Fixed Insurance Sales. 07/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales o Trinity Wealth Securities, LLC. Investment Related. 1717 Arch Street, Suite 330, Philadelphia, PA, USA, 19103. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-10-29
• S65 Uniform Investment Adviser Law Examination
  2025-07-18

Other Names

• Max Alan Gendelman