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Rockledge, FL Office

Team
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API Financial Advisors, LLC logo

API Financial Advisors, LLC

Team

Firm-wide stats for API Financial Advisors, LLC

Total advisors

13

Across 8 offices

Clients per advisor

17 Very Low

Avg AUM per client

$372,912 Very Low

HNW client ratio

4% Very Low

About

API Financial Advisors, LLC serves individual and high‑net‑worth clients with financial planning, discretionary portfolio management, and participant account management for plan participants. The firm reports approximately $84.7 million in assets under management and documents client goals and restrictions before implementing investment strategies.

The firm implements individualized portfolios using model strategies maintained and executed by an affiliated sub‑adviser and offers additional portfolios managed through a separate third‑party manager; it retains discretion to hire or fire sub‑advisers and to rebalance held‑away participant accounts via a third‑party platform. Investment analysis combines technical and fundamental approaches and may include mutual funds, ETFs, and leveraged or inverse products, reflecting a range of risk exposures.

What is distinctive about the firm is its formal affiliation with its sub‑adviser — the firm’s owners co‑own the sub‑adviser and receive a portion of the sub‑adviser’s management fees, a relationship the brochure discloses as a potential conflict of interest. The firm also operates multiple offices (more than is typical for similar team firms) and participates in an institutional custody program that provides operational and research benefits, while principals’ involvement in insurance sales represents an additional source of disclosed conflicts.

Based on API Financial Advisors, LLC

Expertise

General retirement planning Income planning College savings (529s, UTMA, etc.)

Based on API Financial Advisors, LLC

Location

1950 Rockledge Blvd, Unit 201

Rockledge FL 32955

Advisors at this office

6

Advisors at this office

user avatar

Andrew S

Series 63, Series 65

Rockledge, FL

API Financial Advisors, LLC

Andrew Scheirer II is a financial advisor with API Financial Advisors, LLC, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at various firms including Purshe Kaplan Sterling Investments and Kovack Advisors, and has been associated with Aston Crest Wealth Management since 2007. Outside of advisory work, he is involved in fixed insurance sales as a producer. API Financial Advisors, LLC serves individual and high-net-worth clients by providing financial planning, discretionary portfolio management, and participant account management. The firm uses individualized model strategies maintained by an affiliated sub-adviser and employs a combination of technical and fundamental investment analysis across a range of products.

General retirement planning Income planning College savings (529s, UTMA, etc.)
user avatar

Matthew M

Series 63, Series 65

Rockledge, FL

API Financial Advisors, LLC

Matthew Myland is a financial advisor with API Financial Advisors, LLC in Rockledge, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with API Financial Advisors since 2019 and previously worked at Wealth Watch Advisors LLC and Solomon API, LP. Outside of advisory work, he is a managing member and independent insurance agent involved in selling fixed and indexed annuities as well as various life and disability insurance products. API Financial Advisors serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses individualized portfolios managed by affiliated and third-party sub-advisers and combines technical and fundamental investment analysis across diverse asset types.

General retirement planning Income planning College savings (529s, UTMA, etc.)
user avatar

Audree B

Series 65

Rockledge, FL

API Financial Advisors, LLC

Audree Bobinger is a financial advisor at API Financial Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has prior experience at Symmetry Financial Group and served six years in the United States Navy. Outside of her advisory role, she works as a life and health insurance agent. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses model strategies maintained by an affiliated sub-adviser and employs a combination of technical and fundamental investment analysis across various product types.

General retirement planning Income planning College savings (529s, UTMA, etc.)
user avatar

Paul S

Series 66

Rockledge, FL

API Financial Advisors, LLC

Paul Stanley is a financial advisor at API Financial Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wealth Watch Advisors and LPL Financial. Outside of advising, he is the CEO and managing partner of Titan Heating & Air LLC. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses model strategies managed by an affiliated sub-adviser and third-party managers, combining technical and fundamental investment analysis across a range of products and risk profiles.

General retirement planning Income planning College savings (529s, UTMA, etc.)
user avatar

Norman T

Series 63, Series 65

Rockledge, FL

API Financial Advisors, LLC

Norman Taylor is a financial advisor at API Financial Advisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Space Coast SCORE. Outside of financial advising, he is a partner in Media Zone, a media company focused on business development. API Financial Advisors, LLC serves individual and high-net-worth clients with financial planning, discretionary portfolio management, and participant account management. The firm uses model strategies managed by an affiliated sub-adviser and third-party managers, combining technical and fundamental investment analysis across a range of products and risk exposures.

General retirement planning Income planning College savings (529s, UTMA, etc.)
user avatar

Dustan C

Series 65

Rockledge, FL

API Financial Advisors, LLC

Dustan Christensen is a financial advisor at API Financial Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms, including Regal Investment Advisors, LLC, Back40 Financial, and Cornerstone Financial. Outside of his advisory role, he is an operations consultant for Pes-One, a company specializing in employee benefit solutions. API Financial Advisors, LLC serves individual and high-net-worth clients through financial planning, discretionary portfolio management, and participant account management. The firm uses a combination of technical and fundamental investment analysis, employing model strategies managed by an affiliated sub-adviser and third-party managers, and reports approximately $84.7 million in assets under management.

General retirement planning Income planning College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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