Matthew Simon

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

• 09/2022 → 10/2024
  Florida Financial Advisors
  Orlando, FL
• 07/2021 → 09/2022
  Chick-Fil-A Sand Lake Road Fsu
  Orlando, FL
• 08/2013 → 05/2021
  Chick-Fil-A Glenbrook Square
  Fort Wayne, IN
• 11/2022 → 10/2024
  Trinity Wealth Securities, Llc
  Orlando, FL
• 10/2024 → Present
  Florida Financial Advisors
  Miami Lakes, FL
• 10/2024 → Present
  Trinity Wealth Securities, Llc
  Miami Lakes, FL

Other Businesses

1) Florida Financial Advisors. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: RIA. Position: Financial Consultant. Start Date: 10/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 2) Florida Financial Insurance, LLC. Investment-Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: Insurance. Position: Independent Contractor. 10/2024. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales o Trinity Wealth Securities. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2022. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-10-13
• S65 Uniform Investment Adviser Law Examination
  2022-09-02

Other Names

• Matthew Thomas Simon