Florida Securities

Dealers Association

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The Definitive Voice of, and Advocate for, Florida Securities Firms and Investment Advisors for More Than 80 Years.

Advisory Membership

What does the membership include?

The Advisory level membership includes one board advisory member (non-voting). The member may serve on committees or chair an ad hoc committee. The Advisory member and one additional firm member are invited to all Outreach Programs. Additional members of the firm may attend events at a discounted price. The Advisory member’s firm name is listed on FSDA’s website. This level of membership includes access to all FSDA’s marketing and legislative update materials along with the use of “Member FSDA” on firm’s marketing materials.

​What does this membership cost?

$1,000.00 – Must submit an application for approval

Amuni Financial, Inc.
Michael Petagna​

Akerman LLP
Kathy Klock

Baritz & Colman, LLP
Neil Baritz

FirstMark Regulatory Solutions, Inc.
Mitch Atkins

Gray | Robinson
Frederick Schrils/Josef Rosen



Greenberg Traurig
Travis Chapin

Johnson, Cassidy, Newlon & Decort, P.A.
Kacy Donlon

J.W. Cole Financial, Inc.

Jessica Penovich

LPL Financial
John Cronin

Oyster Consulting LLC
Bill Reilly

SIFMA
Nancy Lancia



Transamerica Financial Advisors, Inc. 
George Chuang

Ulmer & Berne LLP
Michael Gross

V & V Consulting Group, LLC
Vivian Velazquez

Winget Spadafora Schwartzberg, LLP
Benjamin J. Biard

Zinober Diana & Monteverde, P.A.
Corey Stern

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