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William Francis Macaluso

Florida Financial Advisors, LLC

St. Petersburg, FL

CRD 7677922

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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:

Current Employers
Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-06-11
TX RA APPROVED 2024-05-08
FL RA APPROVED 2023-01-22
  • LA RA
    APPROVED
    Since 2025-06-11
  • TX RA
    APPROVED
    Since 2024-05-08
  • FL RA
    APPROVED
    Since 2023-01-22

Branch Locations

333 3Rd Ave N Suite 223, St. Petersburg, FL 33701 • 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
Florida Financial Advisors Tampa FL 12/2022 07/2026
Boston Harbor Consulting Boston MA 01/2022 11/2022
Bentley University Waltham MA 09/2016 10/2021
Woods Hole Golf Club Falmouth MA 06/2013 09/2021
Trinity Wealth Securities, Llc Tampa FL 06/2023 07/2026
Trinity Wealth Securities, Llc St. Petersburg FL 07/2026 Present
Florida Financial Advisors St. Petersburg FL 07/2026 Present
  • 12/2022 → 07/2026
    Florida Financial Advisors
    Tampa, FL
  • 01/2022 → 11/2022
    Boston Harbor Consulting
    Boston, MA
  • 09/2016 → 10/2021
    Bentley University
    Waltham, MA
  • 06/2013 → 09/2021
    Woods Hole Golf Club
    Falmouth, MA
  • 06/2023 → 07/2026
    Trinity Wealth Securities, Llc
    Tampa, FL
  • 07/2026 → Present
    Trinity Wealth Securities, Llc
    St. Petersburg, FL
  • 07/2026 → Present
    Florida Financial Advisors
    St. Petersburg, FL
Other Businesses

Florida Financial Advisors. Investment Related. 333 3rd Ave N, Suite 223 St. Petersburg, FL 33701. Nature of Business: RIA. Position: Financial Consultant. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. 333 3rd Ave N, Suite 223 St. Petersburg, FL 33701. Nature of Business: Insurance. Position: Independent Contractor. 07/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales Trinity Wealth Securities, LLC. Investment Related. 333 3rd Ave N, Suite 223 St. Petersburg, FL 33701. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 07/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-03-03
S65 Uniform Investment Adviser Law Examination 2022-11-03
  • S63 Uniform Securities Agent State Law Examination
    2025-03-03
  • S65 Uniform Investment Adviser Law Examination
    2022-11-03
Other Names
  • Will Mac
  • Billy Macaluso

View on SEC IAPD

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