Financial Services Advisory

Financial Services Advisory (CRD# 104513) is a financial advisory firm headquartered in Rockville, MD. They manage $693,702,744 in 1,981 accounts and serve the financial needs of clients across 27 states (or territories).

Current Firm Details
One Church Street, Suite 901, Rockville, MD 20850
http://www.fsainvest.com
By the Numbers
  • Total Assets Under Management
    694
    MILLION
  • Total Number of Accounts
    1,981
    ACCOUNTS
  • Average Account Value
    $350,178
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, DE, FL, IL, IN, LA, MA, MD, MI, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Financial Services Advisory
Showing 1 - 7 of 7 top financial advisors.
1
Kimberly Basenback, financial advisor Rockville MD
Kimberly A. Basenback
CRD#: 5523788
One Church Street, Suite 901, Rockville, MD 20850

Kimberly Basenback (CRD# 5523788) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 11 years of experience in the finance industry.

2
Mary Ann Drucker, financial advisor Rockville MD
Mary Ann Drucker
CRD#: 2495181
One Church Street, Suite 901, Rockville, MD 20850

Mary Ann Drucker (CRD# 2495181) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 29 years of experience in the finance industry.

3
James Joseph, financial advisor Rockville MD
James E. Joseph
CRD#: 2943563
One Church Street, Suite 901, Rockville, MD 20850

James Joseph (CRD# 2943563) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 26 years of experience in the finance industry.

4
David Petersen, financial advisor Rockville MD
David R. Petersen
CRD#: 716333
One Church Street, Suite 901, Rockville, MD 20850

David Petersen (CRD# 716333) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 43 years of experience in the finance industry.

5
Ronald Rough, financial advisor Rockville MD
Ronald J. Rough
CRD#: 2083110
One Church Street, Suite 901, Rockville, MD 20850

Ronald Rough (CRD# 2083110) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 31 years of experience in the finance industry.

6
Aaron Weston, financial advisor Rockville MD
Aaron L. Weston
CRD#: 6138077
One Church Street, Suite 901, Rockville, MD 20850

Aaron Weston (CRD# 6138077) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has over 11 years of experience in the finance industry.

7
Michael Zarrelli, financial advisor Rockville MD
Michael L. Zarrelli
CRD#: 7352577
One Church Street, Suite 901, Rockville, MD 20850

Michael Zarrelli (CRD# 7352577) is an Investment Advisor Representative working at Financial Services Advisory in Rockville, MD and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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