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 65
Industry experience
< 1 year
Satchel Martin is a Financial Consultant at Florida Financial Advisors, LLC, holding a Series 65 designation with less than one year of industry experience. Prior to joining Florida Financial Advisors, he held various roles including positions at NoeCee Global Inc and Oh Baby Sushi. Florida Financial Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, trusts, pension plans, corporations, charitable organizations, and municipal entities, managing approximately $317.8 million in assets. The firm employs a multi-method investment process and offers services through a large network of Investment Adviser Representatives and multiple branch offices.
Based on Florida Financial Advisors, LLC
Based on Florida Financial Advisors, LLC
Financial Planning Services charged as flat dollar fee or fee based on net worth/assets, negotiated per client.
$0+: Negotiable up to 2.5% annually (maximum Management Fee) Less than $100,000+: $75 annual account maintenance fee (waived if assets exceed $100,000 household basis)
Advisors may earn commissions on insurance and brokerage products through affiliated broker-dealer and insurance agencies.
Fee-only: Financial Planning Fees generally do not exceed $10,000 flat fee or 2% of net worth/assets addressed; fees are negotiated client-by-client.
1717 Arch Street, Suite 330
Philadelphia, PA 19103
Florida · Pennsylvania
Florida Financial Advisors DBA Tristate Financial Advisors
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
NoeCee Global Inc
2024 - 2024 (1 year)
Oh Baby Sushi
2022 - 2022 (1 year)
Chipotle Mexican Grill
2022 - 2022 (1 year)
The American University
2021 - 2025 (4 years)
Unemployed
2021 - 2021 (1 year)
Self Employed
2020 - 2020 (1 year)
Oakland Technical High School
2017 - 2021 (4 years)
Unemployed
2017 - 2017 (1 year)
East Bay Innovation Academy
2015 - 2017 (2 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®
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Carey Investment Solutions LLC
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Conroy Capital LLC
CFP®, Series 65
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Pocket Project
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Acadia Investment Advisors LLC
CFP®
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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.
Series 65
Philadelphia, PA
Global Portfolios, LLC
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