Tobias Financial Advisors

CRD 104711 · Plantation, FL · $1.2B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 104711
SEC number: 801-33972
Firm type: RIA
Assets under management: $1.2B as of Apr 7, 2026
Website: www.linkedin.com/COMPANY/TOBIAS-FINANCIAL-ADVISORS-INC ↗
Phone: 954-424-1660
Address: 1000 S. Pine Island Road, Plantation, FL, 33324

Advisors at this firm

9 in our index · page 1 of 1

Ursula Stephanie AugerCRD 4006888 · Plantation, FL

IA Registered
Edzai K ChimedzaCRD 5539081 · Plantation, FL

IA Registered
Marianela Nmn ColladoCRD 6569237 · Plantation, FL

IA Registered
Franklin G GayCRD 7218874 · Plantation, FL

IA Registered
Charles John NesmithCRD 5954753 · Plantation, FL

IA RegisteredRegistration inactive
Yesenia RealejoCRD 6445232 · Plantation, FL

IA RegisteredRegistration inactive
Francheska M RuizCRD 6803982 · Plantation, FL

IA RegisteredRegistration inactive
Matthew David SaneholtzCRD 4567961 · Plantation, FL

IA Registered
Chad WilliamsonCRD 6524308 · Plantation, FL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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