Jeffrey M. May

FLORIAN FINANCIAL GROUP LLC

Williamsville, NY 14221

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CRD#: 5465072

Professional summary

Jeffrey Michael May, CFP® is a registered financial advisor currently at FLORIAN FINANCIAL GROUP LLC located in Williamsville, New York.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jeffrey has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael May's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

October 14, 2025 - Present

FLORIAN FINANCIAL GROUP LLC

Office #1: 1825 Maple Road Suite 240, Williamsville, NY 14221

RIA

CRD#: 123869

Williamsville, NY

Past

April 30, 2013 - September 27, 2025

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Amherst, NY

Past

April 26, 2013 - September 27, 2025

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Amherst, NY

Past

February 25, 2009 - April 15, 2013

HSBC SECURITIES (USA) INC.

RIA

CRD#: 19585

BUFFALO, NY

Past

January 28, 2009 - April 15, 2013

HSBC SECURITIES (USA) INC.

CRD#: 19585

BUFFALO, NY

Past

December 17, 2007 - December 17, 2008

MM ASCEND LIFE INVESTOR SERVICES, LLC

CRD#: 36451

ST. PETERSBURG, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FLORIAN FINANCIAL GROUP LLC

1A.FLORIAN, ROBERT M. | ROBERT M. FLORIAN | FLORIAN, ROBERT M. | FLORIAN FINANCIAL GROUP LLC | FINANCIAL PLANNING SOLUTIONS

CRD#: 123869 / SEC#: 801-67944

RIA

Registered Investment Advisory firm - (6/6/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(10/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/21/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/21/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/13/2009

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/15/2007

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 4/7/2010

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 3/9/2010

General Securities Sales Supervisor - Options Module Examination

Current Firm

FLORIAN FINANCIAL GROUP LLC

1A.FLORIAN, ROBERT M. | ROBERT M. FLORIAN | FLORIAN, ROBERT M. | FLORIAN FINANCIAL GROUP LLC | FINANCIAL PLANNING SOLUTIONS

CRD#: 123869 / SEC#: 801-67944

RIA

Registered Investment Advisory firm - (6/6/2007 Approved)

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Contact information

Main Address

1825 Maple Road Suite 240, Williamsville, NY 14221

Mailing Address

Phone number

(716) 810-9590

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FLORIAN FINANCIAL GROUP LLC 2025 FORM ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	701
AUM (Assets Under Management)	$ 151,384,893

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2024	Cover Page	Report
11/17/2023	Cover Page	Report
01/06/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

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Jeffrey M. May

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Michael May's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

HSBC SECURITIES (USA) INC.

HSBC SECURITIES (USA) INC.

MM ASCEND LIFE INVESTOR SERVICES, LLC

Primary Firm SEC Registration

FLORIAN FINANCIAL GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/21/2008

Series 63

Date: 12/21/2007

SIE

Date: 10/1/2018

Series 7

Date: 4/13/2009

Series 6

Date: 12/15/2007

Series 10

Date: 4/7/2010

Series 9

Date: 3/9/2010

Current Firm

FLORIAN FINANCIAL GROUP LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FLORIAN FINANCIAL GROUP LLC

TRUST BUT VERIFY

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