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Jeffrey Michael May

Florian Financial Group LLC

Williamsville, NY

CRD 5465072

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Employer firm

Florian Financial Group LLC CRD 123869

$215M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Florian Financial Group Llc

1825 Maple Road Suite 240, Williamsville, NY 14221 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-14
  • NY RA
    APPROVED
    Since 2025-10-14

Branch Locations

1825 Maple Road Suite 240, Williamsville, NY 14221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Amherst NY 04/2013 09/2025
Florian Financial Group, Llc Amherst NY 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-21
S63 Uniform Securities Agent State Law Examination 2007-12-21
  • S65 Uniform Investment Adviser Law Examination
    2008-05-21
  • S63 Uniform Securities Agent State Law Examination
    2007-12-21

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RABENOLD ADVISORS, INC.

Nearby Investors

GREGORY PAUL POLEON
CHRISTOPHER ZACCHEAUS CHILES
RANDY DEVIN TOTH

Nearby Offices

OSAIC WEALTH, INC. · WILLIAMSVILLE, NY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WILLIAMSVILLE, NY
RABENOLD ADVISORS, INC. · WILLIAMSVILLE, NY

More in Williamsville, NY

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