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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

THE FLORIO WEALTH MANAGEMENT GROUP

PSF FINANCIAL SERVICES, INC., CRD 288027

WESTBURY, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90cae558-85a1-1d50-c29e-963e6791ed51

Data as of May 17, 2019 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Apr 4, 2017 to May 17, 2019
8 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 2
Employees: 4
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 0
High net worth clients: 0
SEC number: 801-110390
CRD: 288027
Filings on the tape: 8
First filed: Apr 4, 2017
Latest filed: May 17, 2019
Organised: Corporation, New York

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PETER FRANK FLORIO	Chartered Financial Consultant	WESTBURY, NY	4	40	1	yes
STEVEN P. FLORIO	Chartered Financial Consultant	WESTBURY, NY	4	14	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FLORIO, PETER, FRANK	CEO/CCO	E	yes	03/2017	Apr 4, 2017	May 17, 2019

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2017	Mar 29, 2018	$30.5M	$0	4	1	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2017	n/a	n/a	n/a	n/a	n/a	4	n/a	0	n/a

Relationships

Registered with (2)

← STEVEN P. FLORIOAdvisorregistration: current employment
Jun 17, 2022 to presentfactForm ADV
← PETER FRANK FLORIOAdvisorregistration: current employment
Oct 22, 2021 to presentfactForm ADV

Controls (1)

← FLORIO, PETER, FRANKOwnerCEO/CCO, ownership code E, individual
Apr 4, 2017 to presentfactForm ADV

Dated events

Occurred
May 14, 2019
Control person left
Nmn Steve Solano (Cco) no longer on Schedule A of The Florio Wealth Management Group (listed 2019-04-29, absent 2019-05-14)
Form ADVobserved 6 days ago
Occurred
Apr 4, 2017
First Form ADV filing
The Florio Wealth Management Group filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90cae558-85a1-1d50-c29e-963e6791ed51
First observed: Apr 4, 2017
Last observed: May 17, 2019 89 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE FLORIO WEALTH MANAGEMENT GROUP

PSF FINANCIAL SERVICES, INC., CRD 288027

WESTBURY, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90cae558-85a1-1d50-c29e-963e6791ed51

Data as of May 17, 2019 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PETER FRANK FLORIO

Chartered Financial Consultant

WESTBURY, NY

yes

STEVEN P. FLORIO

Chartered Financial Consultant

WESTBURY, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FLORIO, PETER, FRANK

CEO/CCO

yes

03/2017

Apr 4, 2017

May 17, 2019

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 29, 2018

$30.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

n/a