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MM

Misha Mahindroo

FFO INVESTMENTS
TAMPA, FL 33602
CRD#: 7165644
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MM
Misha MahindrooFFO INVESTMENTS

Professional summary

Misha Mahindroo is a registered financial advisor currently at FFO INVESTMENTS LLC located in Tampa, Florida.

Misha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Misha has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Misha Mahindroo'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

June 4, 2026 - Present

FFO INVESTMENTS LLC

Office #1: 1905 Market St, Tampa, FL 33602
RIA
CRD#: 338887
TAMPA, FL
Past

March 6, 2025 - December 11, 2025

WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY

RIA
CRD#: 206518
TAMPA, FL
Past

January 19, 2022 - November 19, 2024

FISHER INVESTMENTS

RIA
CRD#: 107342
TAMPA, FL
Past

January 4, 2021 - December 13, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JACKSONVILLE, FL
Past

August 10, 2020 - December 13, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL
Past

November 15, 2019 - January 8, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
LEWISVILLE, TX

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
(6/4/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/18/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/7/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/1/2020
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 11/15/2019
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/1/2019
Securities Industry Essentials Examination

Current Firm

FI
FFO INVESTMENTS LLC
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
5

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)
0

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

FFO INVESTMENTS LLC

CRD#: 338887Tampa, FL 33602

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