Trisha B. Perez

QUILITY FINANCIAL ADVISORS

ROCKLEDGE, FL 32955

CRD#: 8267745

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Professional summary

Trisha Bernardo Perez, who also goes by Trisha Faye Bernardo, Trisha Faye Ordonez, is a registered financial advisor currently at QUILITY FINANCIAL ADVISORS located in Rockledge, Florida.

Trisha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Trisha has worked at 1 firm and has passed the Series 65, Series 63 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Trisha Faye Bernardo | Trisha Faye Ordonez

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 Trisha Bernardo Perez'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

May 15, 2026 - Present

QUILITY FINANCIAL ADVISORS

Office #1: 1950 Rockledge Blvd Unit 201, Rockledge, FL 32955

RIA

CRD#: 304586

ROCKLEDGE, 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".

QUILITY FINANCIAL ADVISORS

API FINANCIAL ADVISORS, LLC | QUILITY FINANCIAL ADVISORS

CRD#: 304586 / SEC#: 801-117119

RIA

Registered Investment Advisory firm - (7/31/2019 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
(5/15/2026)

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 65

Date: 4/15/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/7/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/23/2022

Securities Industry Essentials Examination

Current Firm

QUILITY FINANCIAL ADVISORS

API FINANCIAL ADVISORS, LLC | QUILITY FINANCIAL ADVISORS

CRD#: 304586 / SEC#: 801-117119

RIA

Registered Investment Advisory firm - (7/31/2019 Approved)

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Contact information

Main Address

1950 Rockledge Blvd Unit 201, Rockledge, FL 32955

Mailing Address

Phone number

(321) 888-2599

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE - ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	464
AUM (Assets Under Management)	$ 71,000,000

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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Trisha B. Perez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trisha Bernardo Perez's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUILITY FINANCIAL ADVISORS

Primary Firm SEC Registration

QUILITY FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/15/2026

Series 63

Date: 10/7/2022

SIE

Date: 5/23/2022

Current Firm

QUILITY FINANCIAL ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUILITY FINANCIAL ADVISORS

TRUST BUT VERIFY

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