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Florida Securities Dealers

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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​

Baritz & Colman, LLP
Neil Baritz

Englander Fischer

Dionne Fajardo


Don Lee

FirstMark Regulatory Solutions, Inc.
Mitch Atkins

Gray | Robinson
Josef Rosen/Cindy Innocent

Greenberg Traurig
Travis Chapin

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

LPL Financial
John Cronin

Oyster Consulting LLC
Bill Reilly


Transamerica Financial Advisors, Inc. 
Wade DeRemer

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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