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Trey Rollyn Coats

Investment Adviser Representative at Florida Financial Advisors, LLC

Nashville, TNCRD #8285951Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Trey Rollyn Coats is an investment adviser representative with Florida Financial Advisors, LLC in Nashville, TN, where they have been registered since 2026, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Florida and Tennessee.

Office

1102 Kermit Dr, Suite 200
Nashville, TN 37217

Advisors at this office: 16

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Tennessee

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/15/2026
SIE
Securities Industry Essentials Examination
Passed 3/17/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Florida Financial Advisors, LLCCurrent
6/3/2026 – Nashville, TN

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Florida Financial Advisors DBA Tristate Financial Advisors​
    Jun 2026 – no end date reportedNashville, TN
  2. Cowboy's Bar & Grill
    May 2024 – Jun 2026Sevierville, TN
  3. Urban Stack
    May 2022 – Dec 2022Chattanooga, TN
  4. Marco's Pizza
    Jun 2021 – May 2023Chattanooga, TN
  5. Salvo's Pizza
    Mar 2021 – Dec 2021Smyrna, TN
  6. Wings To Go
    Jun 2020 – Feb 2021Nolensville, TN
  7. Wash 37135
    Jun 2019 – Aug 2019Nolensville, TN
  8. Urban Air
    Feb 2020 – Jun 2020Cool Springs, TN
  9. Unemployed
    Jan 2016 – Jun 2019Nolensville, TN
  10. Unemployed
    Sep 2019 – Jan 2020Nolensville, TN
  11. Unemployed
    Jan 2022 – Apr 2022Chattanooga, TN
  12. Unemployed
    Jun 2023 – Apr 2024Chattanooga, TN
  13. Trinity Wealth Securities, LLC
    Sep 2026 – no end date reportedNashville, TN

Official records & sources

Data as of August 11, 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net Worth

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 profile

Other advisors at Florida Financial Advisors, LLC

Showing 12 of 848 in the directory

View Florida Financial Advisors, LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Trey Rollyn Coats 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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Trey Rollyn Coats (Florida Financial Advisors)