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Peter Frank Florio

PSF FINANCIAL SERVICES, INC.·WESTBURY, New York
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1025 OLD COUNTRY ROAD,, WESTBURY, NY 11590CRD# 1500058Firm CRD# 288027
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About

Peter Frank Florio is a registered financial advisor based in WESTBURY, New York, affiliated with PSF FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
PSF FINANCIAL SERVICES, INC.
THE FLORIO WEALTH MANAGEMENT GROUP
AUM
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Publication of periodicals/newsletters
Other
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Background

Compensation
Hourly charges
Subscription fees
Other: APPLICANT WILL RECEIVE SOLICITOR FEES FROM THIRD-PARTY ADVISERS
Regulatory
SEC/IARD CRD# 1500058
Firm CRD# 288027
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter Frank Florio offer?
Peter Frank Florio specializes in Financial Planning. Contact their office in WESTBURY, New York for a consultation.
What are Peter Frank Florio's credentials?
Peter Frank Florio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Frank Florio located?
Peter Frank Florio is based in WESTBURY, New York, working with PSF FINANCIAL SERVICES, INC.. Their office serves clients in the WESTBURY metropolitan area and surrounding communities.
How does Peter Frank Florio charge for services?
Peter Frank Florio's firm is compensated through hourly charges, subscription fees, other: applicant will receive solicitor fees from third-party advisers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PSF FINANCIAL SERVICES, INC.?
PSF FINANCIAL SERVICES, INC. has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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