Advisor at Florida Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Florida Financial Advisors, LLC
Location
Philadelphia, PA 19103
Credentials
Series 63, Series 65
Industry experience
2 years
Michael Chiolo is a financial consultant with Florida Financial Advisors, LLC, holding Series 63 and Series 65 credentials and two years of industry experience. His background includes roles at Florida Financial Advisors DBA Tristate Financial Advisors and various positions in the hospitality and real estate sectors. Florida Financial Advisors provides investment advisory and financial planning services to individuals, trusts, pension plans, corporations, charitable organizations, and municipal entities, managing approximately $317.8 million in assets. The firm employs a diversified investment process that incorporates multiple analysis methods and utilizes third-party turnkey asset management platforms to implement strategies.
Based on Florida Financial Advisors, LLC
Based on Florida Financial Advisors, LLC
Fixed financial planning fees typically ranging from $200 to $7,500, negotiable.
$0 - $250,000: 2.65% $250,001 - $500,000: 2.45% $500,001 - $1,000,000: 1.90% $1,000,001 - $3,000,000: 1.65% $3,000,001 - $5,000,000: 1.40% $5,000,001+: 1.40%
Certain Investment Adviser Representatives (IARs) are dually registered and may receive commissions from sales of securities or insurance products.
Fee-only: Fixed financial planning fees generally range from $200 to $7,500 or up to 2% of net worth or assets addressed in the plan; fees are negotiable.
1717 Arch Street, Suite 330
Philadelphia, PA 19103
Florida · Pennsylvania
Trinity Wealth Securities, LLC.
2026 - Present (1 year)
Florida Financial Advisors DBA Tristate Financial Advisors
2023 - Present (3 years)
Alfe's Restaurant
2023 - 2023 (1 year)
The Battery
2023 - 2023 (1 year)
The Getaway
2022 - 2023 (1 year)
Alfe's Restaurant
2022 - 2022 (1 year)
Keller Williams Jersey Shore
2021 - 2021 (1 year)
Alfes Restaurant
2019 - 2019 (1 year)
University of Tampa
2018 - 2023 (5 years)
Keller Williams Jersey Shore
2018 - 2018 (1 year)
Alfe's Restaurant
2017 - 2017 (1 year)
Alfe's Restaurant
2016 - 2016 (1 year)
St. Augustine College Prep Highschool
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®
Philadelphia, PA
Carey Investment Solutions LLC
Series 66
Bensalem, PA
Conroy Capital LLC
CFP®, Series 65
Philadelphia, PA
Pocket Project
Series 65
Wayne, PA
Acadia Investment Advisors LLC
Series 63, Series 65, Series 66
Devon, PA
Cerebrum Financial Services, LLC
CFP®
Bryn Mawr, PA
Earndex, LLC
I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.
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