Longboat Key Financial Group, LLC

Longboat Key Financial Group, LLC (CRD# 138830) is a financial advisory firm headquartered in Longboat Key, FL. They manage $45,347,988 in 487 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    487
    ACCOUNTS
  • Average Account Value
    $93,117
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NJ, TX

Financial Advisors at Longboat Key Financial Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
David J. Babecki
CRD#: 4141484
6350 Gulf Of Mexico Drive, Suite 101, Longboat Key, FL 34228
93
Wealthminder
score

David Babecki (CRD# 4141484) is an Investment Advisor Representative working at Longboat Key Financial Group, LLC in Longboat Key, FL and has over 16 years of experience in the finance industry.

2
Reid T. Winder
CRD#: 3000701
6350 Gulf Of Mexico Drive, Suite 101, Longboat Key, FL 34228
93
Wealthminder
score

Reid Winder (CRD# 3000701) is an Investment Advisor Representative working at Longboat Key Financial Group, LLC in Longboat Key, FL and has over 18 years of experience in the finance industry.

3
Michael T. Doll
CRD#: 1078230
6350 Gulf Of Mexico Drive, Suite 101, Longboat Key, FL 34228
83
Wealthminder
score

Michael Doll (CRD# 1078230) is an Investment Advisor Representative working at Longboat Key Financial Group, LLC in Longboat Key, FL and has over 33 years of experience in the finance industry.

4
Michael H. Smith
CRD#: 1068139
6350 Gulf Of Mexico Drive, Suite 101, Longboat Key, FL 34228
83
Wealthminder
score

Michael Smith (CRD# 1068139) is an Investment Advisor Representative working at Longboat Key Financial Group, LLC in Longboat Key, FL and has over 30 years of experience in the finance industry.

5
Frank D. McClanahan
CRD#: 5052423
6350 Gulf Of Mexico Drive, Suite 101, Longboat Key, FL 34228
81
Wealthminder
score

Frank McClanahan (CRD# 5052423) is an Investment Advisor Representative working at Longboat Key Financial Group, LLC in Longboat Key, FL and has over 10 years of experience in the finance industry.

6
Craig D. Meldahl
CRD#: 331504
6350 Gulf Of Mexico Drive, Suite 101, Longboat Key, FL 34228
63
Wealthminder
score

Craig Meldahl (CRD# 331504) is an Investment Advisor Representative working at Longboat Key Financial Group, LLC in Longboat Key, FL and has over 29 years of experience in the finance industry.

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