American Dream

Financial planning in St. Petersburg, FL

State registeredNo commissions reported

Call (727) 222-1722 Send a message Map ↗

Public-record details

Address: 1015 7th Ave N, St. Petersburg, FL 33705
Phone: (727) 222-1722
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: American Dream Financial LLC DBA American Dream
CRD number: 282816
Registration: State registered: FL
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $8,032
Accounts managed: 2
Clients reported (Form ADV 5.D): 2
Individual / high-net-worth clients: 2 / 0
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-09-21

State registered (FL) investment adviser, CRD 282816, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 282816 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in St. Petersburg

Advisifi LLC136 4th Street North, Suite 201 · St Petersburg, FL 33701 · (888) 983-2897 · % of assets managedCRD 332477 · % of assets, Other · $1.8 million AUMSEC registeredNo commissions reported Amuni Financial, INC.720 Second Ave S · St Petersburg, FL 33701 · (727) 825-0522 · % of assets managedCRD 8365 · % of assets · $194.6 million AUMSEC registeredNo commissions reported Ars Wealth Advisors111 Second Avenue Ne, Suite 900 · St. Petersburg, FL 33701 · (727) 322-7681 · Financial planningCRD 314882 · % of assets · $1.6 billion AUMSEC registeredNo commissions reported Avid Planning360 Central Avenue, Suite 1160 · St. Petersburg, FL 33701 · (727) 228-6840 · Financial planningCRD 284332 · % of assets, Hourly charges, Fixed fees · $58.5 million AUMState registeredNo commissions reported Bayshore Financial Solutions, LLC111 2nd Ave Ne, Suite 911 · St. Petersburg, FL 33701 · (813) 569-9222 · Financial planningCRD 306105 · % of assets, Fixed fees · $10.4 million AUMState registeredNo commissions reported Bionic Capital7901 4th St N, #20028 · St. Petersburg, FL 33702 · (310) 734-8500 · % of assets managedCRD 150240 · % of assets · $36.0 million AUMState registeredNo commissions reported Bitcoin Standard200 Central Ave Floor 4 · St Petersburg, FL 33701 · (727) 709-9536 · Financial planningCRD 326609 · % of assets, Fixed fees, Performance-based feesState registeredNo commissions reported Burkart Financial Group, INC.5301 Central Avenue · St. Petersburg, FL 33710 · (727) 459-7744 · Financial planningCRD 290579 · % of assets, Hourly charges, Fixed fees · $72.2 million AUMState registeredNo commissions reported

All 25 in St. Petersburg →