linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Casey John Desautelle

Florida Financial Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Casey? Claim Your Profile

About Casey John Desautelle

Casey Desautelle is a financial consultant with Florida Financial Advisors, LLC, also known as Tristate Financial Advisors. Casey has been with the firm since May 2023. Casey is registered as an Investment Advisor Representative in Florida, Pennsylvania and Texas. Casey is also a Series 65 licensed individual who passed the Uniform Investment Adviser Law Examination in May of 2023. Casey is experienced in financial planning, portfolio management and selection of other advisers. Casey focuses on working with high-net-worth individuals and other individuals.

Firm Information

Casey Desautelle is currently registered with Florida Financial Advisors, LLC. Florida Financial Advisors, LLC is a registered investment advisor headquartered in Tampa, Florida. The firm provides a range of financial services to individuals, including financial planning, pension consulting, and portfolio management. With over 1,371 accounts and $199,000,000 in regulatory assets under management, Florida Financial Advisors, LLC serves primarily high-net-worth individuals and individuals other than high-net-worth. They are registered with the SEC and offer wrap fee program participation.
Florida Financial Advisors, LLC

401 S 12TH ST.

TAMPA, FL 33602

$199.00M

Assets Under Management

4,539

Total Clients

364

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

2% of net worth or assets for financial planning clients

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Casey Desautelle’s Registration & Firm History

PA

11/08/2024 - Present

Florida Financial Advisors, LLC (Belmont Hills PA)

Not sure if Casey John Desautelle is right for you?

Licenses & Designations

IA

Issued 05/02/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/03/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey John Desautelle.
Not sure if Casey John Desautelle is right for you?