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TB

Thomas M. Best

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CRD#: 2284079
TB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Thomas Meddings Best, who also goes by Tom Best, was a registered financial professional .

Thomas is a previously registered financial professional and started their career in finance in 1992. Thomas had worked at 15 firms and has passed the Series 65, Series 63, Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tom Best

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 4, 2024 - December 9, 2025

FLORIO WEALTH MANAGEMENT, LLC

RIA
CRD#: 311831
W. MELBOURNE, FL
Past

July 15, 2020 - December 2, 2021

BEACON WEALTH CONSULTANTS, INC.

RIA
CRD#: 154939
ROANOKE, VA
Past

September 21, 2017 - December 31, 2018

G. A. REPPLE & COMPANY

RIA
CRD#: 17486
Winter Springs, FL
Past

August 2, 2017 - December 31, 2018

G. A. REPPLE & COMPANY

BD
CRD#: 17486
Melbourne, FL
Past

July 7, 2015 - December 3, 2015

INNOVATION PARTNERS LLC

RIA
CRD#: 146344
W. MELBOURNE, FL
Past

June 25, 2015 - December 3, 2015

INNOVATION PARTNERS LLC

BD
CRD#: 146344
CHARLOTTE, NC
Past

March 17, 2014 - May 29, 2015

REDHAWK WEALTH ADVISORS, INC.

RIA
CRD#: 146616
WEST MELBOURNE, FL
Past

June 4, 2013 - December 31, 2013

G. A. REPPLE & COMPANY

BD
CRD#: 17486
CASSELBERRY, FL
Past

March 25, 2013 - December 31, 2013

G. A. REPPLE & COMPANY

RIA
CRD#: 17486
CASSELBERRY, FL
Past

November 2, 2012 - January 24, 2013

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA
CRD#: 149347
WEST MELBOURNE, FL
Past

April 24, 2012 - February 13, 2013

REDHAWK WEALTH ADVISORS, INC.

RIA
CRD#: 146616
PALM BAY, FL
Past

June 17, 2009 - November 5, 2009

G. A. REPPLE & COMPANY

RIA
CRD#: 17486
MALABAR, FL
Past

June 1, 2009 - November 5, 2009

G. A. REPPLE & COMPANY

BD
CRD#: 17486
MALABAR, FL
Past

July 30, 2007 - December 31, 2008

G. A. REPPLE & COMPANY

RIA
CRD#: 17486
SATELLITE BEACH, FL
Past

July 24, 2007 - December 31, 2008

G. A. REPPLE & COMPANY

BD
CRD#: 17486
CASSELBERRY, FL
Past

March 2, 2007 - July 23, 2007

TIMOTHY PARTNERS, LTD.

BD
CRD#: 41835
MAITLAND, FL
Past

July 6, 2004 - February 5, 2007

G. A. REPPLE & COMPANY

RIA
CRD#: 17486
CASSELBERRY, FL
Past

July 1, 2004 - February 5, 2007

G. A. REPPLE & COMPANY

BD
CRD#: 17486
CASSELBERRY, FL
Past

February 26, 2004 - July 1, 2004

SII INVESTMENTS, INC.

RIA
CRD#: 2225
MELBOURNE, FL
Past

December 19, 2003 - July 1, 2004

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

May 30, 2003 - January 21, 2004

WELLSTONE SECURITIES, LLC

BD
CRD#: 121559
CUMMING, GA
Past

January 12, 1998 - April 5, 2001

G. A. REPPLE & COMPANY

BD
CRD#: 17486
CASSELBERRY, FL
Past

March 8, 1997 - December 31, 1997

COORDINATED CAPITAL SECURITIES, INC.

BD
CRD#: 14762
FORT ATKINSON, WI
Past

November 9, 1995 - May 1, 1997

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

October 1, 1995 - October 25, 1995

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

February 7, 1995 - October 1, 1995

RELIASTAR FINANCIAL MARKETING CORP.

BD
CRD#: 4234
SEATTLE, WA
Past

July 28, 1993 - February 2, 1994

RELIASTAR FINANCIAL MARKETING CORP.

BD
CRD#: 4234
SEATTLE, WA
Past

October 26, 1992 - July 1, 1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

October 26, 1992 - July 1, 1993

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/29/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
State Security Law Exam
RR
IAR
Series 66
Date: 2/17/2004
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FW
FLORIO WEALTH MANAGEMENT, LLC
FLORIO WEALTH MANAGEMENT, LLC

CRD#: 311831 / SEC#:

Florida
Registered Investment Advisory firm - (1/26/2021 Approved)
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Contact information


Main Address
8200 Seminole Blvd., Seminole, FL 33772
Mailing Address
Phone number
(513) 388-6303
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts47
AUM (Assets Under Management)$ 6,503,676

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FLORIO WEALTH MANAGEMENT, LLC

CRD#: 311831

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