Best Investors Account Sign in
Inactive

Gillen Andrew Manos

Allgen Financial Advisors, Inc.

Orlando, FL

CRD 8143579

Claim This Profile
Employer firm

Allgen Financial Advisors, Inc. CRD 126877

$475M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Allgen Financial Advisors, Inc.

100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-06
  • FL RA
    APPROVED
    Since 2025-08-06

Branch Locations

100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fulltime Student Winter Park FL 06/2015 05/2021
Publix Supermarkets, Inc. Winter Park FL 07/2021 10/2024
Regions Bank Birmingham AL 05/2024 07/2024
Moisand Fitzgerald Tamayo, Llc Orlando FL 08/2024 08/2024
University Of Florida Gainesville FL 08/2021 05/2025
Allgen Financial Advisors, Inc. Orlando FL 05/2025 Present
University Of Florida Gainesville FL 01/2024 05/2025
  • 06/2015 → 05/2021
    Fulltime Student
    Winter Park, FL
  • 07/2021 → 10/2024
    Publix Supermarkets, Inc.
    Winter Park, FL
  • 05/2024 → 07/2024
    Regions Bank
    Birmingham, AL
  • 08/2024 → 08/2024
    Moisand Fitzgerald Tamayo, Llc
    Orlando, FL
  • 08/2021 → 05/2025
    University Of Florida
    Gainesville, FL
  • 05/2025 → Present
    Allgen Financial Advisors, Inc.
    Orlando, FL
  • 01/2024 → 05/2025
    University Of Florida
    Gainesville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-27
  • S65 Uniform Investment Adviser Law Examination
    2025-06-27

View on SEC IAPD

Nearby Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.

Nearby Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit

Nearby Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

More in Orlando, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor