Peter Florio
Peter Florio is a ChFC-designated registered investment advisor at The Florio Wealth Management Group, based in Westbury, NY, with 36 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fee may be negotiable for certain client holdings.
Fee Estimator
Location
1025 Old Country Road,, Suite 312, Westbury, NY, 11590
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is the CEO of PSF Financial Services inc. d/b/a The Florio Wealth Management Group, spending about three-quarters of his time writing financial plans and providing investment advice. He also sells fixed/traditional insurance through PKSF and operates as a sole proprietor insurance brokerage, dedicating a few hours per week to these insurance-related activities.
Employment History
Current Registrations
The Florio Wealth Management Group
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Sigma Americas Securities LLCBroker
MML Investors Services, INC.
MML Investors Services, LLCBroker
State Registrations16 states
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