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
Keyan Dumon is a financial consultant at Florida Financial Advisors, LLC with a Series 65 credential and no prior industry experience. His work history includes roles at J&J Green Paper and Otto by Polpo, as well as academic positions at Lehigh University and The Shipley School. Florida Financial Advisors, LLC 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 utilizing multiple analysis methods and offers services through a network of Investment Adviser Representatives across more than 20 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)
J&J Green Paper
2024 - 2024 (1 year)
J&J Green Paper
2023 - 2023 (1 year)
Otto by Polpo
2022 - 2022 (1 year)
Lehigh University
2021 - 2025 (4 years)
The Shipley School
2015 - 2021 (6 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
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.
Series 65
Philadelphia, PA
Global Portfolios, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")