Tampa, FL N Dale Mabry Hwy Office

Team
Updated today
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Advisory Services Network

Multi-team

Firm-wide stats for Advisory Services Network

Total advisors

253

Across 170 offices

Clients per advisor

49 Typical

Avg AUM per client

$826,033 High

HNW client ratio

9% Low

About

Advisory Services Network provides investment advisory and planning services to individuals and families (including trusts, estates, and retirement accounts), as well as corporations and employer‑sponsored retirement plans, through a network of independent investment adviser representatives (IARs) who may operate under the ASN name or other branded business names. Services include discretionary and non‑discretionary portfolio management, financial planning, investment consulting, third‑party manager selection, wrap fee programs, and retirement plan consulting.

IARs develop strategies based on clients’ stated objectives and risk tolerances, employing asset allocation, periodic rebalancing, and a mix of securities such as stocks, bonds, mutual funds, ETFs, options, and alternative investments; they may also allocate client assets to unaffiliated third‑party managers and monitor those managers’ holdings and performance. The firm offers flexible engagement types—standalone planning or consulting, subscription‑based advice, and both discretionary and non‑discretionary management—and relies on custodians for account valuation and fee billing.

Noteworthy aspects of the firm include its large platform model (more than two hundred IARs and over $10 billion in discretionary assets) in which IARs may be dually registered with broker‑dealers or licensed to sell insurance, potentially receiving transaction‑based or commission compensation in addition to advisory fees, and where ASN may share compensation arrangements with third‑party asset managers. ASN also typically charges management fees in advance and has an affiliated compliance consulting business, both of which are disclosed as potential conflicts of interest.

Based on Advisory Services Network

Expertise

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy

Based on Advisory Services Network

Occupation focus

Founder/Business Owner Executive

Based on Advisory Services Network

Location

14502 N Dale Mabry Hwy Suite 327

Tampa FL 33618

Advisors at this office

4

Advisors at this office

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Austin F

Series 65

Tampa, FL

Advisory Services Network

Austin Ferlita is a Series 65-licensed financial advisor with six years of industry experience, currently with Advisory Services Network since 2021. He previously worked at J.W. Cole Advisors and Drew Capital Group and has a background that includes a role at Oglethorpe University. Outside of his advisory work, he serves as president of Ferlita Financial, LLC, a service company involved in the sale of life and annuity products. Advisory Services Network is an enterprise firm serving individuals, families, corporations, charitable organizations, and retirement plans. The firm supports a network of independent advisors who provide portfolio management, financial planning, and consulting services across a broad range of asset classes and investment strategies.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Kaleb B

Series 65

Tampa, FL

Advisory Services Network

Kaleb Bridgemohan is a financial advisor at Advisory Services Network with four years of industry experience. He holds a Series 65 designation and has previously worked at Drew Capital Group, W&S Brokerage Services, and WESTERN SOUTHERN Life. Outside of his advisory role, he is president of Bridge Financial Private Capital and serves as an enrolled agent providing tax preparation and planning services through BridgePoint Business Solutions and FND Tax Management. Advisory Services Network is an independent firm serving individuals, families, corporations, charitable organizations, and retirement plans. Its network of over 200 advisors offers customized portfolio management, financial planning, and investment consulting, managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
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Matthew D

Series 66

Tampa, FL

Advisory Services Network

Matthew Dowell is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Advisory Services Network since 2023 and previously spent nine years at both Bank of America and Merrill. Outside of his advisory role, he is a partner and insurance agent at Ferlita Nussel Dowell Financial Group, where he sells life, fixed, and indexed annuity products. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent Investment Adviser Representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
user avatar

Colton N

Series 65

Tampa, FL

Advisory Services Network

Colton Nussel is a financial advisor at Advisory Services Network with a Series 65 credential and two years of industry experience. He has previously worked at Drew Capital Group and Paychex Inc. In addition to his advisory role, he is an insurance agent involved in the sale and service of insurance and annuities. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans, offering portfolio management, financial planning, and retirement-plan consulting through a network of 208 independent advisers managing approximately $8.6 billion in client assets.

Wealth management Private / alternative investments Business succession planning Equity compensation tax strategy Founder/Business Owner Executive
View complete list of advisors at this office
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