Maitland, FL 341 N Maitland Avenue Office
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Alternative Investment Advisors, LLC
Team
Firm-wide stats for Alternative Investment Advisors, LLC
About
Alternative Investment Advisors, LLC provides investment advisory services to individuals (including high‑net‑worth clients), as well as institutional and plan clients, through separately managed accounts, financial planning and consulting, ERISA/retirement plan services, third‑party manager referrals, and educational seminars. Like many multi‑team advisers, it delivers portfolio management and planning for individual clients and generally charges asset‑based advisory fees.
The firm deploys customized, primarily discretionary portfolios that start from defined base model allocations (Conservative Allocation, Diversified Balanced, Tactical Growth) and are tailored to client suitability; portfolio holdings commonly include ETFs, options, mutual funds, bonds and alternative investments. AIA uses established custodial relationships (Charles Schwab is identified as its preferred qualified custodian), refers clients to third‑party managers such as City National Rochdale (Pershing custody), leverages the Pontera platform to monitor held‑away assets, and discloses that it currently uses artificial intelligence for operational and administrative tasks rather than for investment selection.
Notable differentiators in the brochure include the firm’s affiliation with a parent entity operating as FirstFlorida Strategies/FFS and its documented promoter and third‑party manager referral arrangements that involve revenue sharing and disclosure to clients. The brochure also highlights operational and compliance specifics that are more detailed than many peers’ disclosures — for example, explicit ERISA/rollover guidance under PTE 2020‑02, procedures for standing letters of authorization and trade errors, and an extensive discussion of digital‑asset, options and structured‑product risks — and it discloses that some IARs maintain separate broker‑dealer or insurance roles that the firm manages through policies and disclosures.
Based on Alternative Investment Advisors, LLC
Expertise
Based on Alternative Investment Advisors, LLC
Location
341 N Maitland Avenue, Suite 132
Maitland FL 32751
Advisors at this office
4
Advisors at this office
Jeffrey S
Series 63, Series 65
Maitland, FL
Alternative Investment Advisors, LLC
Jeffrey Skraban is a financial advisor with Alternative Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at firms including APW Capital Inc, Delta Securities Company, LLC, and First Financial Strategies, LLC. Skraban is also a co-owner of First Financial Strategies, LLC, where he is involved in sales and support of insurance-related products. Alternative Investment Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as institutional and retirement plan clients. The firm offers customized discretionary portfolios based on defined model allocations and utilizes third-party manager referrals and advanced operational technologies in its investment approach.
Lida P
Series 65
Maitland, FL
Alternative Investment Advisors, LLC
Lida Phillips is a financial advisor at Alternative Investment Advisors, LLC with a Series 65 credential and three years of industry experience. Prior to joining the firm in 2022, she worked in various roles including positions at Proficient Processing, LLC and Orange County Public Schools. Alternative Investment Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as institutional and plan clients. The firm offers customized, primarily discretionary portfolios and a range of services including financial planning, ERISA/retirement plan support, and third-party manager referrals.
Thomas H
Series 66
Maitland, FL
Alternative Investment Advisors, LLC
Thomas Hood is a Series 66-licensed financial advisor with 17 years of industry experience. He is a managing member and investment advisor at Alternative Investment Advisors, LLC, where he has worked since 2013. Mr. Hood also has involvement with First Financial Strategies, supporting insurance sales through its affiliated entities. Alternative Investment Advisors, LLC serves individuals, trusts, and institutional clients by providing discretionary and non-discretionary portfolio management, financial planning, ERISA and employee benefit plan advisory, and third-party manager referral services. The firm employs a team-based approach and customizes portfolios using a range of investment models that emphasize ETFs, options, and other asset classes.
Dwight D
ChFC®, Series 63, Series 65
Maitland, FL
Alternative Investment Advisors, LLC
Dwight Dykstra is a financial advisor with Alternative Investment Advisors, LLC in Maitland, Florida. He holds the ChFC® designation and has 43 years of industry experience. His prior roles include positions with Florida Financial Consulting LLC, First Financial Strategies, LLC, and Aegis Wealth Management, LLC. Outside of his advisory work, he serves as managing director for Storage Units Alternative Income Fund, LLC, which focuses on facilitating investment capital opportunities. Alternative Investment Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as institutional and plan clients. The firm offers customized, primarily discretionary portfolios tailored to client suitability, and employs a mix of ETFs, options, mutual funds, bonds, and alternative investments.
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