PSF FINANCIAL SERVICES, INC.
Legal name: THE FLORIO WEALTH MANAGEMENT GROUP
CRD #288027 SEC #801-110390 WESTBURY, NY 516-758-2430
SEC Registered Disclosures
Total AUM
--
Discretionary
--
Employees
4
Clients
0
Accounts
--
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 14, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SOLANO, STEVE | I | CCO | NA | Control |
| SOLANO, STEVE, NMN | I | CCO | NA | Control |
| SOLANO, STEVE, NMN | I | CCO | NA | Control |
| SOLANO, STEVE, NMN | I | CCO | NA | Control |
| SOLANO, STEVE, NMN | I | CCO | NA | Control |
| SOLANO, STEVE, NMN | I | CCO | NA | Control |
| FLORIO, PETER, FRANK | I | CEO | E | Control |
| FLORIO, PETER, FRANK | I | CEO | E | Control |
| FLORIO, PETER, FRANK | I | CEO | E | Control |
| FLORIO, PETER, FRANK | I | CEO | E | Control |
| FLORIO, PETER, FRANK | I | CEO | E | Control |
| FLORIO, PETER, FRANK | I | CEO/CCO | E | Control |
| FLORIO, PETER, FRANK | I | CEO/CCO | E | Control |
| FLORIO, PETER, FRANK | I | CEO | E | Control |
Registrations
Federal
IA
May 14, 2019 REGISTERED
Notice Filings (1)
NY
Address
1025 OLD COUNTRY ROAD,SUITE 312
WESTBURY, NY 11590
United States
Phone: 516-758-2430