Coty Brawdy

FFO INVESTMENTS

TAMPA, FL 33602

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CRD#: 6106713

Professional summary

Coty Brawdy, who also goes by Coty M Brawdy, Coty Brawdy, is a registered financial advisor currently at FFO INVESTMENTS LLC located in Tampa, Florida.

Coty is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Coty has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Coty M Brawdy | Coty Brawdy

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.

EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Coty Brawdy's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 4, 2026 - Present

FFO INVESTMENTS LLC

Office #1: 1208 E. Kennedy Blvd, Suite 222, Tampa, FL 33602

RIA

CRD#: 338887

TAMPA, FL

Past

February 6, 2023 - September 24, 2025

MANNING & NAPIER ADVISORS, LLC

RIA

CRD#: 105992

Fairport, NY

Past

February 6, 2023 - September 24, 2025

MANNING & NAPIER INVESTOR SERVICES, INC.

CRD#: 26266

FAIRPORT, NY

Past

June 21, 2022 - February 24, 2023

GOLDMAN SACHS & CO. LLC

CRD#: 361

BUFFALO, NY

Past

November 9, 2020 - February 24, 2023

UNITED CAPITAL FINANCIAL ADVISORS

RIA

CRD#: 134600

BUFFALO, NY

Past

October 13, 2017 - October 14, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BUFFALO, NY

Past

August 18, 2017 - October 14, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BUFFALO, 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

Florida
(8/4/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/12/2017

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/13/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/18/2017

General Securities Representative Examination

Current Firm

FFO INVESTMENTS LLC

CRD#: 338887 / SEC#: 801-134929

RIA

Registered Investment Advisory firm - (12/17/2025 120-Day Approval)

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Contact information

Main Address

1905 Market St, Tampa, FL 33602

Mailing Address

Phone number

(302) 584-3415

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP BROCHURE (11/11/2025)

ADV PART 2A (11/11/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Coty Brawdy

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Coty Brawdy's CRS (Customer Relationship Summary).

Certified licenses

Experience

MANNING & NAPIER ADVISORS, LLC

MANNING & NAPIER INVESTOR SERVICES, INC.

GOLDMAN SACHS & CO. LLC

UNITED CAPITAL FINANCIAL ADVISORS

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/12/2017

Series 7TO

Date: 3/13/2022

SIE

Date: 10/1/2018

Series 7

Date: 8/18/2017

Current Firm

FFO INVESTMENTS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

FFO INVESTMENTS LLC

TRUST BUT VERIFY

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