JS
John P. San Filippo
YOUR CHOICE FINANCIAL LLC
St. Cloud, FL
Some features on this profile are disabled
CRD#: 5579704
JS
Professional summary
John Patrick San Filippo, who also goes by John San Filippo, is a registered financial advisor currently at YOUR CHOICE FINANCIAL LLC located in St. Cloud, Florida.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. John has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John San Filippo
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.
(1) Name: Your Choice Advisors LLC Inv rel: Y Add: 333 Jericho Turnpike Suite 220 Jericho, NY 11753 Nature: P&C Insurance Agency Position: Co-Owner Start date: 07/01/2017 No. HR/MO: 10 No. HR/MO during sec trading: 8 (2) Name: John San Filippo Inv Rel: Y Add: 150 Polermo Ave, St. Cloud, FL 34771 Nature: Outside Insurance, Individual Life/Health, FixedAnnuities Position: Sales Start Date: 7/18/2019 No Hrs/Mo: 10 No Hrs/Mo Dur Trading: 10 Duties: Sell & service outside insurance. (3) Name: MDsurance Inv Rel: Y Add: 150Polermo Ave, St. Cloud, FL 34771 Nature: Outside Insurance, Individual Life/Health, Fixed Annuities Position: Sales Start Date: XX/XXXX No Hrs/Mo: 10 No Hrs/Mo Dur Trading:10 Duties: Sell & service outside insurance. (4) Name: Orlando City Lake Nona Soccer club; Inv rel: N Add: 12314 Suttner Ave Orlando Fl 32827 USA; Nature: soccer coaching ; Position: coach; Start date: 2023-01-16; No Hrs/Mo: 6; Dur Trading: 0 Percentage of total yearly compensation expected to be derived from the business: 1; (5)Name: YCI, LLC Inv rel: Y Add: 150 Polermo Ave, St. Cloud, FL 34771 Nature: Life & Health Insurance Position: Owner Start date: 11/ 2021 No. HR/MO: 48 No. HR/MO during sec trading: 12 (6) Name: Reeder CPA group; Inv rel: N Add: 807 Waukegan Rd Ste 121 Deerfield IL 60015; Nature: accounting firm; Position: Partner; Responsibilities: Help with operations, investor into business; Start date: 2024-09-23; No Hrs/Mo: 9; Dur Trading: 5; Percentage of total yearly compensation expected to be derived from the business: 1.
CRS (Client Relationship Summary) - RIA
Click below to view John Patrick San Filippo'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
May 26, 2022 - Present
YOUR CHOICE FINANCIAL LLC
Office #2: 6900 Tavistock Lakes Blvd Suite 400, Orlando, FL 32827Office #3: 6900 Tavistock Lakes Blvd Suite 400, Orlando, FL 32827RIA
CRD#: 321169
St. Cloud, FL
Past
January 12, 2022 - July 12, 2022
RUGGIERI WEALTH ADVISORS LLC
RIA
CRD#: 285787
St. Cloud, FL
Past
January 22, 2021 - January 14, 2022
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
Melville, NY
Past
September 12, 2017 - January 14, 2022
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
Melville, NY
Past
March 5, 2012 - February 8, 2016
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
NEW YORK, NY
Past
April 19, 2011 - November 11, 2011
ANDREW GARRETT INC.
BD
CRD#: 29931
NEW YORK, NY
Past
August 7, 2009 - April 21, 2011
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
LAKE SUCCESS, NY
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.Highlighted states indicate IAR registrations
IAR
Alabama(1/26/2024)
IAR
California(6/13/2023)
IAR
Florida(5/26/2022)
IAR
Maine(6/23/2025)
IAR
Nevada(11/14/2022)
IAR
New York(6/14/2022)
IAR
Texas(6/28/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
YC
YOUR CHOICE FINANCIAL LLC
FIORE WEALTH MANAGEMENT GROUP | YOUR CHOICE FINANCIAL LLC | TERRY MORTON WEALTH ADVISORS LLC
CRD#: 321169 / SEC#:
Alabama
Registered Investment Advisory firm - (1/26/2024 Approved)California
Registered Investment Advisory firm - (6/13/2023 Approved)Connecticut
Registered Investment Advisory firm - (6/6/2024 Approved)Florida
Registered Investment Advisory firm - (5/26/2022 Approved)Maine
Registered Investment Advisory firm - (6/23/2025 Approved)Nevada
Registered Investment Advisory firm - (11/1/2022 Approved)New York
Registered Investment Advisory firm - (6/14/2022 Approved)Texas
Registered Investment Advisory firm - (6/23/2022 Conditional Restricted)Wisconsin
Registered Investment Advisory firm - (9/18/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
St. Cloud, FL
Mailing Address
6900 Tavistock Lakes Blvd. Suite 400, Orlando, FL 32827
Phone number
(407) 863-1889
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 185 |
| AUM (Assets Under Management) | $ 36,986,017 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
