Robert Michael Florian

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1996 → Present
  Florian Financial Group, Llc
  Williamsville, NY

Other Businesses

Well Fit Plus: Not investment related. 1825 Maple Road, Suite 240 Williamsville NY 14221 (for mailing purposes only), A wellness app partner, business started 2016, occasional phone calls with business partners and app technology team to discuss app functionality and marketing

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-15
• S63 Uniform Securities Agent State Law Examination
  1987-07-06

Designations

• Certified Financial Planner

Other Names

• Bob Florian