Financial Management Strategies, Inc.
Financial Management Strategies, Inc. (CRD# 120818) is a financial advisory firm headquartered in Valley View, OH. They manage $375,236,772 in 1,070 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management375MILLION
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Total Number of Accounts1,070ACCOUNTS
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Average Account Value$350,689
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, NC, NH, NV, OH, PA, TX
Anant Jain (CRD# 2975188) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Richardson, TX and has over 20 years of experience in the finance industry. Anant Jain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Du Laney (CRD# 4934899) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Valley View, OH and has over 12 years of experience in the finance industry.
Charles Elliott (CRD# 4069269) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Valley View, OH and has 1 year of experience in the finance industry.
Jerry Michna (CRD# 2711435) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Louisville, OH and has over 19 years of experience in the finance industry.
Geoffrey Novack (CRD# 1761710) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Valley View, OH and has over 28 years of experience in the finance industry.
James Rogan (CRD# 1180646) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Zelienople, PA and has over 31 years of experience in the finance industry.
Colin Smith (CRD# 1331467) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Valley View, OH and has over 25 years of experience in the finance industry.
Marc Surmay (CRD# 2213792) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Valley View, OH and has over 19 years of experience in the finance industry.