Robert Florian has held the title Member at Florian Financial Group since March 2004, is a control person of the firm and directly owns 75% or more of it.
Florian Financial Group LLC is a Williamsville, NY firm with $215M under management, 245 clients and 5 advisers in one office, as of its June 2026 filing.
- Florian Financial Group LLCCurrent– present · 4 yearsWilliamsville, NY · Adviser representative · Firm CRD 123869
Investment adviser representative registrations
Robert Florian is registered as an investment adviser representative in New York, since April 2022.
- New YorkSince 14 April 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 25 October 1999 |
| Series 65 | Uniform Investment Adviser Law Examination | 15 June 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 July 1987 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 April 1987 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Michael Florian
- CRD
- 1641308
- Firm
- Florian Financial Group · CRD 123869
- Role
- Member
- Office
- 1825 MAPLE ROAD, SUITE 240, Williamsville, NY 14221
- Registration
- Investment adviser registration
- In the industry since
- April 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Florian work?
Robert Florian has held the title Member at Florian Financial Group LLC since March 2004, and is a control person of the firm.
Is Robert Florian a financial advisor?
Yes. Robert Florian has a current investment-adviser registration in New York, through Florian Financial Group since April 2022.
How many years of experience does Robert Florian have?
Robert Florian has 4 years in the financial industry, since April 2022, across 1 adviser firm.
What exams has Robert Florian passed?
Robert Florian has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in April 1987.
Where is Robert Florian based?
Robert Florian’s registered office is in Williamsville, NY.
Is Robert Florian registered with FINRA?
No. Robert Florian has no current broker registration.
How can I verify Robert Florian’s record?
Search CRD 1641308 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Florian’s full registration record.