Kyle Andrew Roberts
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.
Kyle Andrew Roberts is an investment adviser representative with Florida Financial Advisors, LLC in Philadelphia, PA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with First Command Advisory Services. 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, Texas, and Virginia.
Office
Advisors at this office: 24
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Pennsylvania, Texas, Virginia
- Broker:
2 states and territories
Pennsylvania, Virginia
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.
- First Command Brokerage Services, Inc.Sep 2024 – Feb 2025Fort Worth, TX
- Florida Financial AdvisorsMay 2023 – Feb 2025Miami, FL
- Cape May Fitness CenterAug 2022 – May 2023Cape May, NJ
- Arizona State UniversityAug 2018 – Dec 2022Tempe, AZ
- Cape May Beach PatrolMay 2016 – Aug 2020Cape May, NJ
- First Command Brokerage Services, Inc.Feb 2025 – Apr 2025Fort Worth, TX
- First Command Advisory Services, Inc.Feb 2025 – Apr 2025Fort Worth, TX
- First Command Insurance Services, Inc.Feb 2025 – Apr 2025Fort Worth, TX
- Florida Financial Advisors DBA Tristate Financial AdvisorsApr 2025 – Feb 2026Vienna, VA
- Trinity Wealth Securities, LLCMay 2025 – Feb 2026Vienna, VA
- Trinity Wealth Securities, LLCFeb 2026 – no end date reportedPhiladelphia, PA
- Florida Financial Advisors DBA Tristate Financial AdvisorsFeb 2026 – 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. Kyle Andrew Roberts 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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