Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
New
Daniel Eloisa
Financial advisor at Florida Financial Advisors
Daniel Eloisa is a fiduciary financial advisor in Houston, Texas, registered since Aug 2026. Daniel joined Florida Financial Advisors in 2026, 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 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
ExperienceNew to the profession (since Aug 2026)
How that compares ?New to the profession
Office3600 S Gessner Road Suite 230, Houston, TX 77063
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
- Aug 2026 – nowFlorida Financial Advisors, LLCCurrent firm
Contact Daniel
(813) 333-1683Firm headquarters in Tampa, FL. Ask for Daniel. 3600 S Gessner Road Suite 230Houston, TX 77063Office · Get directions Instagram pageFlorida Financial Advisors
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Questions to ask Daniel
Tailored to Daniel’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Daniel
How do I contact Daniel?
Call Florida Financial Advisors at (813) 333-1683 and ask for Daniel Eloisa. Daniel works from the Houston, TX office.
How long has Daniel been a financial advisor?
Daniel is new to the profession, registered since Aug 2026, and holds 1 license.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Florida Financial Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Daniel 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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