A complete list of active advisors currently associated with The Florio Wealth Management Group

Warmer can help you find a great advisor at The Florio Wealth Management Group or one who fits your needs even better.

The Florio Wealth Management Group provides pension consulting, financial planning and consulting, and primarily acts as a solicitor referring institutional and retirement-plan clients to third-party registered investment advisers. The firm discloses the ability to serve as an ERISA Section 3(38) investment manager for retirement plans and to offer wealth management services, although it currently does not directly manage client assets. In practice the firm facilitates introductions to third-party advisers and receives referral or solicitation fees when a referred party establishes an advisory relationship, and it separately offers negotiable hourly or fixed-fee planning and consulting engagements. When retained for retirement-plan work, the firm may serve as a fiduciary with discretionary responsibility for establishing investment policy and selecting, monitoring, and replacing plan investment options. What is noteworthy for an investment-manager category firm is the emphasis on retirement-plan fiduciary services (including acting under ERISA 3(38)) and the use of hourly/fixed fees and referral-based revenue rather than relying solely on percentage-of-assets fees as the primary business model. The brochure also discloses brokerage and insurance affiliations for firm principals and describes policies and disclosures intended to address the resulting conflicts of interest.

To learn more about the advisors currently working at The Florio Wealth Management Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Peter Florio	Westbury, NY	37
Steven Florio	Westbury, NY	12

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