Financial Management Strategies, Inc.
Financial Management Strategies, Inc. (CRD# 120818) is a financial advisory firm headquartered in Valley View, OH. They manage $246,042,329 in 682 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management246MILLION
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Total Number of Accounts682ACCOUNTS
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Average Account Value$360,766
- 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, 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 19 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.
Daniel Lauletta (CRD# 2659123) is an Investment Advisor Representative working at Financial Management Strategies, Inc. in Valley View, OH and has over 21 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 27 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 30 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 24 years of experience in the finance industry.