Trevor Gray
Financial advisor at Florida Financial Advisors, LLC · Tampa, FL
Last updated 2026-10-10
Claim your profileTrevor Gray is a financial advisor at Florida Financial Advisors, LLC in Tampa, FL, CRD 7961043. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2024-07-25.
Registration
- CRD number
- 7961043
- Registration status
- Active
- IAPD registration
- 2024-07-25
- Industry Experience
- 2 years
- Work Experience
- 10 years
- States registered
- FL
Licenses and exams
- Series 63
- Series 65
Work history
- 2024-07 to Present · Florida Financial Advisors · Tampa, FL
- 2022-09 to 2024-05 · Susan E. Bauernfeind Wellness Center · Murray, KY
- 2020-05 to 2021-10 · Continental Tire · Mount Vernon, IL
- 2022-05 to 2022-08 · McLeansboro City Hall · Mcleansboro, IL
- 2021-11 to 2022-04 · Unemployed · Mcleansboro, IL
- 2018-05 to 2019-03 · McDonald's · Mcleansboro, IL
- 2016-08 to 2018-04 · Hamilton County Sr High · Mcleansboro, IL
- 2019-05 to 2019-08 · McLeansboro City Hall · Mcleansboro, IL
- 2019-09 to 2020-04 · Unemployed · Mcleansboro, IL
- 2024-12 to Present · Trinity Wealth Securities, LLC · Tampa, FL
Current employment
- Florida Financial Advisors, LLC · Tampa, FL
Florida Financial Advisors, LLC
- Regulatory AUM
- $456,133,125
- Registered advisors
- 857
- Offices
- 68
- Clients per advisor
- 3.5 (Low)
- Average AUM per client
- $151.8K (Low)
- High-net-worth client ratio
- 1.0% (Low)
Florida Financial Advisors, LLC: advisors, services and reported ETF investments
About
Trevor Gray is a financial advisor at Florida Financial Advisors, LLC in Tampa, FL. Reported securities licenses include Series 63 and Series 65. The latest record indicates 2 years of industry experience and 10 years of reported work history. Reported roles include Trinity Wealth Securities, LLC, Florida Financial Advisors, Susan E. Bauernfeind Wellness Center, McLeansboro City Hall, among others.
SEC disclosures list additional business and community activities: Florida Financial Advisors (investment related): fixed-insurance sales and service.
Florida Financial Advisors, LLC's firm-level Form ADV reports 857 advisors across 68 offices; approximately 3.5 clients per advisor, average assets per client of $151,791, and regulatory AUM of $456.1M; client categories including Individuals (non-HNW), High net worth individuals; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $208.5M across 137 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Trevor Gray personally.
Reported ETF positions
Florida Financial Advisors reports 137 ETF positions worth $208.5M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $20.4M |
| QQQ — Invesco QQQ Trust, Series 1 | $16.1M |
| BBUS — JPMorgan BetaBuilders U.S. Equity ETF | $14.1M |
| VTV — Vanguard Morningstar Value ETF | $9.9M |
| XLK — State Street Technology Select Sector SPDR ETF | $8.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Florida Financial Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $1.1M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | GARP — iShares MSCI USA Quality GARP ETF | $251.7K | Top 99.8% | Addressable AUM $15.2T · Peer conviction 94.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $329.4K | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | DRAM — Roundhill Memory ETF | $1M | Top 98.6% | Replicability (R²) 43.0% · Residual Sharpe 0.27 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Florida Financial Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Insurance Company or Agency
Location
6550 W Hillsborough Ave, Tampa, FL 33634
63 advisors at this office.
Contact
The firm's filed contact details.
Official record
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