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Florida Securities Dealers

& Advisors

The Definitive Voice of, and Advocate for, Florida Securities Firms and Investment Advisors
for More Than 90 Years.

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INDUSTRY OUTREACH, EDUCATION OPPORTUNITIES & EVENTS

Since 1933, FSDA has been the voice of the securities industry in Florida. It is our mission to advocate on behalf of the industry and provide education opportunities for our members and Florida's investing public. View our upcoming events, event details and agendas, and register online.

Upcoming events

    • 02/25/2025
    • 5:30 PM - 7:00 PM
    • 4400 Biscayne Blvd, Suite 580, Miami, FL 33137
    Register

    FSDA & Women of Tomorrow

    The FSDA Diversity & Inclusion Committee is proud to partner with Women of Tomorrow for an educational networking event.

     Tuesday, February 25, 2025
    Start Time: 5:30 PM

    Women of Tomorrow

    4400 Biscayne Boulevard, Suite 580
    Miami, FL 33137

    The FSDA will host an educational networking event in partnership with Women of Tomorrow (WOT) in the South Florida area. The event is slated for Tuesday, February 25th at 5:30 PM and is intended to bring members of the FSDA together with WOT graduates and students for networking and to provide various information helpful to young professionals such as interview do’s and don’ts, interview etiquette, resume planning, etc… Light refreshments and appetizers will be served. We hope you will join us for this special event!

    This event is generously sponsored by V&V Consulting Group and RRS Renaissance Regulatory Services!


    • 03/04/2025
    • 10:00 AM - 12:00 PM
    • Sun City Center, FL


    The FSDA is proud to announce that Elder Fraud Committee Chair Anthony Cavallaro will be speakings at the referenced fraud awareness event being hosted by the Hillsborough County Sherriff's Office. We certainly hope you can join us! Doors open at 9:00 AM. No registration required. In-person only.

    • 04/01/2025
    • 10:00 AM - 12:00 PM
    • Lakeland, FL
    Register


    The FSDA's Elder Fraud Committee presents:

    "Don't Be Fooled,
    How Elders Can Protect Themselves From Fraud"

    April 1, 2025 at 10:00 AM

    First Presbyterian Church of Lakeland
    175 Lake Hollingsworth Drive
    Lakeland, FL 33801

    Join the Florida Securities Dealers & Advisors for a panel discussion on the scope of financial fraud, current trends related to financial fraud schemes, how to protect yourself, and much more. Light refreshments and snacks will be available. Self-parking only.

    Featured Panelists:

    Bob Busch
    AARP

    Robert Mascio
    FINRA

    Alex Sabo
    Bressler Amery & Ross

    Lia Skelton
    Raymond James

    Matthew Strope
    Robinhood


    This event is generously sponsored by
    Allen & Company and Robinhood.

    • 04/10/2025
    • 1:30 PM - 5:00 PM
    • TBD
    Register

    FSDA 2025 Industry Outreach Program
    "2025: Riding the Waves of Possibility"

     Thursday, April 10, 2025
    Renaissance Boca Raton Hotel

    2000 19th Street
    Boca Raton, FL 33431

    1:30 PM to 5:00 PM Industry Outreach Program
    (Virtual & In-Person)

    5:00 PM to 6:30 PM Networking Cocktail Reception
    (In-Person only)

    Keynote Speaker
    Larry Adam
    Chief Investment Officer
    Raymond James

    Fireside Chat
    Ken Doyle & Lauren Doyle
    Principal Coaches
    Getting Results

    Hot Topics Panel
    James Sallah
    Partner
    Sallah Astarita Cox

    Lia Skelton
    Director, Sr. Counsel, Senior and At-Risk Clients
    Raymond James

    Kirstin Turner
    Senior Managing Director & Branch Director
    RBC Wealth Management

    Moderated by:
    TBD


    *** CLE, CPA & CFP continuing education credit will be offered ***


    FSDA extends sincere appreciation to the following firms for their sponsorship support of the 2025 Industry Outreach Program:

    Diamond Sponsors
    Bates Group
    Nelson Mullins
    Raymond James
    RRS Renaissance Regulatory Services
    TradeStation

    Happy Hour Networking Sponsors
    J.S. Held

    Livestream Multimedia Sponsor

    Networking Break Sponsor

    Platinum Sponsors
    Bressler Amery & Ross
    Janney Montgomery Scott
    Robinhood

    Gold Sponsors
    Fidelity Investments
    Insperex
    Johnson, Newlon & DeCort
    Oyster Consulting
    V&V Consulting Group





    • 05/26/2025
    • 11:00 AM - 11:45 AM
    • Virtual via Zoom
    Register


    The FSDA's Elder Fraud Committee presents:

    "Fraud Liability for Firms"

    May 26, 2025 at 11:00 AM

    Virtual via Zoom

    Join the Florida Securities Dealers & Advisors for a panel discussion on the scope of fraud liability for firms. More details to come.

    Moderated by:

    Alex Sabo
    Bressler Amery & Ross

    Featured Panelists:

    Taylor Bandy
    Bressler Amery & Ross

    Michael Herman
    Consumer Financial Protection Bureau





    • 06/12/2025
    • 11:00 AM - 11:45 AM
    • Virtual via Zoom
    Register


    The FSDA's Elder Fraud Committee presents an educational webinar in honor of National Fraud Awareness Day

    June 12, 2025 at 11:00 AM
    Virtual via Zoom

    Join the Florida Securities Dealers & Advisors for a panel discussion on the scope of financial fraud, current trends related to financial fraud schemes, how to protect yourself, and much more. More details to come.

    Moderated by:

    Matthew Strope
    Robinhood

    Featured Panelists:

    Debbie Noury
    Fidelity Investments





Past events

02/18/2025 FSDA 2025 Legislative Meet & Greet
12/05/2024 Elder Law Review: Looking Back at 2024 and Looking Ahead to 2025
11/14/2024 FSDA Regional Happy Hour - Tampa/St.Pete
11/08/2024 Combating Frauds Targeting Our Veterans, And Their Families – How To Protect Yourself
10/17/2024 FSDA Regional Happy Hour - South Florida
06/13/2024 As I age, how do I avoid being a victim of fraud?
04/18/2024 FSDA April 18, 2024 Industry Outreach Program
04/11/2024 Financial Frauds & Scams: How to Recognize Them and Protect Yourself – Don’t be a Victim
12/06/2023 FSDA Elder Law Review: Lessons of 2023 and Anticipations for 2024
06/15/2023 Elder Financial Abuse, Scams & Fraud - Protect Yourself
04/21/2023 FSDA April 21, 2023 Industry Outreach Program
09/30/2022 FSDA Fall 2022 Industry Outreach Program
09/30/2021 FSDA Fall 2021 Industry Outreach Program
08/24/2021 Creating Diversity & Inclusion Programs
06/16/2021 Elder Financial Exploitation: Real World Issues, Solutions and Resources
02/24/2021 The Great Migration: Seeing Economics in the Paintings of Jacob Lawrence
12/04/2020 2020 FSDA Fall Industry Outreach Program
10/03/2019 FSDA Fall Industry Outreach Program - Market Trends: Rethink & Recalibrate
05/01/2019 FSDA Proud Sponsor of Financial Markets Association Securities Compliance Seminar
04/10/2019 FSDA Proud Sponsor of SIFMA Private Client Conference
01/25/2019 FSDA SIFMA C&L Society St. Petersburg Breakfast
09/18/2018 FSDA Fall Industry Outreach Program - An Evolution of an Industry: Challenges, Opportunities & Trends
09/17/2018 FSDA Fall Board of Governors' Meeting

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