MM
Martin A. Montana
FLORIDA FINANCIAL ADVISORS
Tampa, FL 33634
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CRD#: 4454367
MM
Professional summary
Martin Adolfo Montana, who also goes by Martin Montana, is a registered financial advisor currently at FLORIDA FINANCIAL ADVISORS, LLC located in Tampa, Florida and TRINITY WEALTH SECURITIES, L.L.C. located in Tampa, Florida.
Martin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Martin has worked at 7 firms and has passed the Series 66, Series 7TO, SIE, Series 7, Series 24, Series 4 and Series 51 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Martin Montana
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.
o Florida Financial Advisors DBA Ignite Financial Advisors. Investment Related. Tampa, FL 33634. Nature of Business: RIA. Position: Financial Consultant. Start Date: 09/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Ignite Insurance Agency Services. Not Investment Related. Tampa, FL 33634. Fixed Insurance Sales. 09/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. o Florida Financial Insurance. Not Investment Related. Tampa, FL 33634. Fixed Insurance Sales. 09/2025. Hours per Month: 10 hours during trading. Duties: fixed insurance sales. o Trinity Wealth Securities, LLC. Investment Related. Tampa, FL 33634. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. o Revolt Recruiting DBA EdgePoint Ventures LLC. Not Investment Related. Tampa, FL 33626. Recruiting. 01/2025. Hours per Month: 5 hours. Hours per Month During Trading Hours: 0. trading. Duties: consulting/recruiting. o Martin Montana. Not Investment Related. Tampa, FL 33626. Actor/Comedian. 03/2024. Hours per Month: 3 hours. Hours per Month During Trading Hours: 0. trading. Duties: commercial acting, voice-over, stand-up comedy.
CRS (Client Relationship Summary) - RIA
Click below to view Martin Adolfo Montana's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 18, 2025 - Present
FLORIDA FINANCIAL ADVISORS, LLC
Office #1: 6550 W Hillsborough Ave, Suite 130, Tampa, FL 33634RIA
CRD#: 288811
Tampa, FL
Current
October 21, 2025 - Present
TRINITY WEALTH SECURITIES, L.L.C.
Office #1: 6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634BD
CRD#: 104348
Tampa, FL
Past
April 11, 2024 - December 26, 2024
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
TAMPA, FL
Past
March 20, 2024 - December 26, 2024
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
TAMPA, FL
Past
April 30, 2023 - February 29, 2024
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
January 19, 2011 - July 25, 2013
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
NEW YORK, NY
Past
April 18, 2008 - January 16, 2009
NEW ENGLAND SECURITIES
BD
CRD#: 615
WALTHAM, MA
Past
June 11, 2007 - March 31, 2008
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
S EASTON, MA
Past
June 4, 2007 - March 31, 2008
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
S EASTON, MA
Past
July 7, 2004 - April 2, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
SAN DIEGO, CA
Past
October 25, 2001 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 25, 2001 - April 2, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
SAN DIEGO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FLORIDA FINANCIAL ADVISORS, LLC
FLORIDA FINANCIAL ADVISORS, INC. | TRISTATE FINANCIAL ADVISORS | MICKOOL INC. | MICKOOL INC | MCADAM FA TAMPA | GEORGIA FINANCIAL ADVISORS | FLORIDA FINANCIAL ADVISORS, LLC
CRD#: 288811 / SEC#: 801-127276
RIA
Registered Investment Advisory firm - (2/3/2023 Approved)Florida
Registered Investment Advisory firm - (2/8/2023 Terminated)Georgia
Registered Investment Advisory firm - (3/20/2023 Terminated)New Jersey
Registered Investment Advisory firm - (2/8/2023 Terminated)North Carolina
Registered Investment Advisory firm - (2/10/2023 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/9/2023 Terminated)Texas
Registered Investment Advisory firm - (2/8/2023 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Florida(9/18/2025)
RR
Florida(10/22/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/29/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FLORIDA FINANCIAL ADVISORS, LLC
FLORIDA FINANCIAL ADVISORS, INC. | TRISTATE FINANCIAL ADVISORS | MICKOOL INC. | MICKOOL INC | MCADAM FA TAMPA | GEORGIA FINANCIAL ADVISORS | FLORIDA FINANCIAL ADVISORS, LLC
CRD#: 288811 / SEC#: 801-127276
RIA
Registered Investment Advisory firm - (2/3/2023 Approved)Florida
Registered Investment Advisory firm - (2/8/2023 Terminated)Georgia
Registered Investment Advisory firm - (3/20/2023 Terminated)New Jersey
Registered Investment Advisory firm - (2/8/2023 Terminated)North Carolina
Registered Investment Advisory firm - (2/10/2023 Terminated)Pennsylvania
Registered Investment Advisory firm - (2/9/2023 Terminated)Texas
Registered Investment Advisory firm - (2/8/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634
Mailing Address
Phone number
(813) 333-1683
Established
Firm type
Fiscal year end
# of Employees
465
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,769 |
| AUM (Assets Under Management) | $ 317,826,011 |
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
FLORIDA FINANCIAL ADVISORS, LLC
CRD#: 288811Tampa, FL 33634TRUST BUT VERIFY
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