Isaac J. Brohinsky

FINANCIAL INDEPENDENCE ADVISORS

Jacksonville, FL 32224

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CRD#: 6711336

Professional summary

Isaac Jacob Brohinsky is a registered financial advisor currently at FINANCIAL INDEPENDENCE ADVISORS, LLC located in Jacksonville, Florida.

Isaac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Isaac has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

I am the owner/president of Isaac J. Brohinsky, PLLC which began December, 2013 and is located at 4350 Pablo Professional Court Jacksonville, FL 32224. It is not investment related. The nature of the business and my duties are accounting services. I spend approx. 5 hours per month on this business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isaac Jacob Brohinsky'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

January 26, 2022 - Present

FINANCIAL INDEPENDENCE ADVISORS, LLC

Office #1: 4350 Pablo Professional Court, Jacksonville, FL 32224

RIA

CRD#: 317193

Jacksonville, FL

Past

January 4, 2017 - August 15, 2022

GUNN & COMPANY INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 120084

JACKSONVILLE, FL

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".

FINANCIAL INDEPENDENCE ADVISORS, LLC

CRD#: 317193 / SEC#: 801-127735

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

Florida

Registered Investment Advisory firm - (1/26/2022 Approved)

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
(1/26/2022)

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 65

Date: 9/6/2016

Uniform Investment Adviser Law Examination

Current Firm

FINANCIAL INDEPENDENCE ADVISORS, LLC

CRD#: 317193 / SEC#: 801-127735

RIA

Registered Investment Advisory firm - (4/28/2023 Approved)

Florida

Registered Investment Advisory firm - (1/26/2022 Approved)

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Contact information

Main Address

4350 Pablo Professional Court, Jacksonville, FL 32224

Mailing Address

Phone number

(904) 605-4545

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FINANCIAL INDEPENDENCE ADVISORS, LLC FIRM BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	359
AUM (Assets Under Management)	$ 160,979,954

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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Isaac J. Brohinsky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isaac Jacob Brohinsky's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL INDEPENDENCE ADVISORS, LLC

GUNN & COMPANY INVESTMENT MANAGEMENT, INC.

Primary Firm SEC Registration

FINANCIAL INDEPENDENCE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/6/2016

Current Firm

FINANCIAL INDEPENDENCE ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL INDEPENDENCE ADVISORS, LLC

TRUST BUT VERIFY

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