Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

American Family Legacy Group financial advisors in Florida

Every SEC-registered investment adviser representative at a American Family Legacy Group office in Florida, by city and A to Z.

The short answer

3 registered advisors work at American Family Legacy Group in Florida, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Clearwater (1). 1 list the CFP designation and 0 are also registered broker representatives.

American Family Legacy Group advisors by city in Florida

Every firm in Florida →

Clearwater 1Tampa 1Temple Terrace 1

American Family Legacy Group advisors in Florida, A to Z

Search by name →

American Family Legacy Group advisors in every state →Advisor Moves: who changed firms this week →

Questions

How many American Family Legacy Group financial advisors are in Florida?

3 investment adviser representatives are registered at American Family Legacy Group offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in Florida does American Family Legacy Group have the most advisors?

Clearwater, with 1, then Tampa (1). American Family Legacy Group has advisors in 3 cities in Florida.

How do I check a American Family Legacy Group advisor in Florida?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the American Family Legacy Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.