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FAIRWAY FINANCIAL, LLC

CASSELBERRY, FL · CRD 134675 · IAPD ↗ · 407-628-0850

$159.6MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — FAIRWAY FINANCIAL, LLC added office(s): 1 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
November 2024 — FAIRWAY FINANCIAL, LLC (CASSELBERRY, FL) is newly SEC-registered with $122.4M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.