JF
James M. Florio
FLORIO WEALTH MANAGEMENT
SEMINOLE, FL 33772
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CRD#: 7316126
JF
Professional summary
James M Florio is a registered financial advisor currently at FLORIO WEALTH MANAGEMENT, LLC located in Seminole, Florida.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. James has worked at 1 firm and has passed the Series 65 exam.
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.
CRS (Client Relationship Summary) - RIA
Click below to view James M Florio's 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®
NoneExperience
Current
January 26, 2021 - Present
FLORIO WEALTH MANAGEMENT, LLC
Office #1: 6532 114th Street North, Seminole, FL 33772RIA
CRD#: 311831
SEMINOLE, FL
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
Florida(1/26/2021)
Current Firm
FW
FLORIO WEALTH MANAGEMENT, LLC
FLORIO WEALTH MANAGEMENT, LLC
CRD#: 311831 / SEC#:
Florida
Registered Investment Advisory firm - (1/26/2021 Approved)PREMIUM
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Contact information
Main Address
8200 Seminole Blvd., Seminole, FL 33772
Mailing Address
Phone number
(513) 388-6303
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 47 |
| AUM (Assets Under Management) | $ 6,503,676 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
