Florida Tax And Wealth Advisors, LLC

Florida Tax And Wealth Advisors, LLC (CRD# 285265) is a financial advisory firm headquartered in , . They manage $1,822,188 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,822,188
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Florida Tax And Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gerard Stellwagen, financial advisor Nokomis FL
Gerard F. Stellwagen
CRD#: 1005272
Nokomis, FL

Gerard Stellwagen (CRD# 1005272) is an Investment Advisor Representative working at Florida Tax And Wealth Advisors, LLC in Nokomis, FL and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals