Connor Andrew McPhail
Investment Adviser Representative at Florida Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Connor Andrew McPhail is an investment adviser representative with Florida Financial Advisors, LLC in Pennsylvania, PA, where they have been registered since 2025, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida, Pennsylvania, and Texas.
Office
Advisors at this office: 37
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Pennsylvania, Texas
- Broker:
4 states and territories
New Jersey, North Carolina, Pennsylvania, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Florida Financial Advisors DBA Tristate Financil AdvisrsMay 2025 – no end date reportedPhiladelphia, PA
- City of Newark Parks and RecreationAug 2024 – May 2025Newark, DE
- Crawford Financial ServicesJun 2024 – Aug 2024Dover, DE
- Capital School DistrictJun 2022 – Jan 2025Dover, DE
- Sam's ClubJun 2023 – Aug 2023Dover, DE
- University of Delaware - Campus RecreationSep 2021 – May 2023Newark, DE
- AMC TheatersAug 2020 – May 2021Dover, DE
- High School - Dover High SchoolAug 2017 – Aug 2021Dover, DE
- Providence Creek Academy - Elementary/Middle SchoolMay 2010 – Jun 2017Clayton, DE
- College - University of DelawareAug 2021 – May 2025Newark, DE
- Trinity Wealth Securities, LLCDec 2025 – no end date reportedPhiladelphia, PA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Florida Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 848
- Offices listed on AdvisorFinder:
- 11
- Main office:
- Tampa, FL
- SEC file number:
- 801-127276
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 8, 2026
View full firm profileOther advisors at Florida Financial Advisors, LLC
Showing 12 of 848 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Connor Andrew McPhail has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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