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David Ronald Petersen

FINANCIAL SERVICES ADVISORY INC·ROCKVILLE, Maryland
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ONE CHURCH STREET, ROCKVILLE, MD 20850CRD# 716333Firm CRD# 104513
01

About

David Ronald Petersen is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with FINANCIAL SERVICES ADVISORY INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL SERVICES ADVISORY INC
FINANCIAL SERVICES ADVISORY
AUM
$694M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at FINANCIAL SERVICES ADVISORY INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 716333
Firm CRD# 104513
No disclosures on file
View on FINRA BrokerCheck →

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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 in ROCKVILLE
Timothy Richard Hughes — HIGHLINE WEALTH MANAGEMENT, LLCAshley Elyse Iddings — HIGHLINE WEALTH MANAGEMENT, LLCAviva Shrock Pinto — HIGHLINE WEALTH MANAGEMENT, LLCMichael Timothy Moriarty — HIGHLINE WEALTH MANAGEMENT, LLCAlmog Geva — BRONFMAN E.L. ROTHSCHILD, L.P.
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)HUNT VALLEY (94)TOWSON (88)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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