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David Ronald Petersen

FINANCIAL SERVICES ADVISORY INC·ROCKVILLE, Maryland
Series 1, Series 7, Series 63, Series 65Clean record38 years registeredFINANCIAL SERVICES ADVISORY INC
ONE CHURCH STREET, ROCKVILLE, MD 20850CRD# 716333Firm CRD# 104513

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Ronald Petersen · ROCKVILLE, MD
Registration
CRD #716333 · FINANCIAL SERVICES ADVISORY INC · 38 years registered
Brand Profile
Not yet started
01

Career History

FSA WEALTH PARTNERS
May 1988 – present
02

Registrations & Exams

FINRA examinations passed
Series 1
Series 7
Series 63
Series 65
Registration record
First registered · May 26, 1988
Years registered · 38
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL SERVICES ADVISORY INC
CRD 104513 · SEC 801-18801
AUM
$694M
Regulatory assets under management
Employees
16
1,981 client accounts
Services offered by FINANCIAL SERVICES ADVISORY INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL SERVICES ADVISORY INC →
Introduction

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05

Frequently Asked Questions

What services does David Ronald Petersen offer?
David Ronald Petersen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are David Ronald Petersen's credentials?
David Ronald Petersen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Ronald Petersen located?
David Ronald Petersen is based in ROCKVILLE, Maryland, working with FINANCIAL SERVICES ADVISORY INC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does David Ronald Petersen charge for services?
David Ronald Petersen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL SERVICES ADVISORY INC?
FINANCIAL SERVICES ADVISORY INC has approximately 16 employees and manages $694M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL SERVICES ADVISORY INC

Kimberly Anne Basenback
ROCKVILLE, MD
CFP
Ronald James Rough
ROCKVILLE, MD
James Edward Joseph
ROCKVILLE, MD

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