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
Vienna, VA 22182
Credentials
Series 63, Series 65
Industry experience
< 1 year
Wanyi Su is a financial consultant with Florida Financial Advisors, LLC and holds Series 63 and Series 65 licenses. Su has been with Florida Financial Advisors and Trinity Wealth Securities, LLC since 2025. Prior to entering the financial industry, Su’s background includes academic roles at Johns Hopkins University and Pennsylvania State University. Florida Financial Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, trusts, pension plans, corporations, charitable organizations, and municipal entities. The firm employs a multi-method investment process and utilizes third-party asset management platforms and sub-advisers 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.
8605 Westwood Center Drive, Suite 505
Vienna, VA 22182
Florida · Virginia
Trinity Wealth Securities, LLC
2025 - Present (1 year)
Florida Financial Advisors DBA Tristate Financial Advisors
2025 - Present (1 year)
Unemployed
2024 - 2025 (1 year)
Johns Hopkins University
2023 - 2024 (1 year)
Unemployed
2022 - 2023 (1 year)
Pennsylvania State University
2019 - 2022 (3 years)
The Second High School Attached to Beijing Normal University
2016 - 2019 (3 years)
Hepingjie No.1 Middle School
2013 - 2016 (3 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.
CFP®, Series 65
Reston, VA
Oakton Financial, LLC
CFA®, Series 63
Bethesda, MD
Noordzee Capital LLC
CFP®, Series 63
Chevy Chase, MD
Green View Advisors LLC
CFP®, Series 63, Series 65
Alexandria, VA
G, G, & M Financial Goals
Series 66
Alexandria, VA
Potomac Wealth Strategies, LLC
CFP®, Series 63
Fairfax, VA
David N. Hainsworth, C.P.A., P.C.
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