AS

Alexander Montgomery Stak

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
399 advisors
Number of Clients
1,755 clients
Average Client Portfolio
$181K average
Assets Under Management
$317.8M
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Advisor Information

Office location

800 N Magnolia Ave, Suite 1650, Orlando, FL, 32803

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alexander works as a registered representative for Trinity Wealth Securities and as a financial consultant for Florida Financial Advisors, dedicating full-time hours to each. He also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Florida Financial Advisors, LLC
April 2019 - Present · 6 yrs 9 mos
Trinity Wealth Securities, L.L.C.Broker
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
Ifs SecuritiesBroker
November 2018 - February 2019 · 3 mos
State Registrations3 states
FLTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexander Montgomery Stak - Financial Advisor | AdvisorDiscover