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Aidan Mccaffrey

2 Years of Experience
BrokerSells Insurance
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
399 advisors
Number of Clients
1,755 clients
Average Client Portfolio
$181K average
Assets Under Management
$317.8M
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Location

6550 W Hillsborough Ave, Suite 130, Tampa, FL, 33634

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aidan works as a financial consultant for Florida Financial Advisors, an RIA, dedicating full-time hours. He also engages in fixed insurance sales through Florida Financial Insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Trinity Wealth Securities, L.L.C.Broker
August 2025 - Present · 6 mos
Florida Financial Advisors, LLC
November 2023 - Present · 2 yrs 3 mos
State Registrations2 states
FLTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aidan Mccaffrey - Financial Advisor | TrueAdvisor