Merrill
47yrs
Top advisor by experience at Merrill
2yrs
Douglas Smith
Financial advisor at Florida Financial Advisors
Douglas Smith is a fiduciary financial advisor in Wilmington, Delaware, with 2 years in the industry. Douglas joined Florida Financial Advisors in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. Florida Financial Advisors reports being paid through a percentage of assets and flat fees.
One of 447 advisors with offices in Wilmington, and one of 410 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?More experience than 67% of advisors at Florida Financial Advisors
Office1013 Centre Road, Wilmington, DE 19805
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$151,791
Advisors at the firm847
States licensed ?1 state
Services through Florida Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Dec 2024 – nowFlorida Financial Advisors, LLCCurrent firm
Contact Douglas
(813) 333-1683Firm headquarters in Tampa, FL. Ask for Douglas. 1013 Centre RoadWilmington, DE 19805Office · Get directions Instagram pageFlorida Financial Advisors
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Questions to ask Douglas
Tailored to Douglas’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Douglas
How do I contact Douglas?
Call Florida Financial Advisors at (813) 333-1683 and ask for Douglas Smith. Douglas works from the Wilmington, DE office.
How long has Douglas been a financial advisor?
Douglas has been in the industry since 2024, about 2 years. More experience than 67% of advisors at Florida Financial Advisors.
What licenses does Douglas hold?
Series 65. Tap any license on this page to see what it allows.
Is Douglas a fiduciary?
Douglas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Douglas paid?
Florida Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Douglas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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