What departments does Financial Services Advisory have?

Financial Services Advisory has employees across 4 departments including Finance, Customer Success, Operations, Analytics.

What is the largest department at Financial Services Advisory?

The largest department at Financial Services Advisory is Finance with 6 employees.

Where are Financial Services Advisory employees located globally?

Financial Services Advisory has employees across 2 continents and 2 countries including Moldova, United States Of America.

How has Financial Services Advisory's team size changed over time?

Financial Services Advisory's team has grown from approximately 24 to 25 employees based on available data.

Financial Services Advisory Employee Directory

Financial ServicesMaryland, United States51-200 Employees

Financial Services Advisory (FSA) is a Maryland-based wealth management firm with a long-standing focus on managing money and providing financial guidance for individuals, families, and business owners. The company emphasizes protecting existing wealth while seeking prudent growth, drawing on decades of experience to help clients articulate goals and avoid costly mistakes in their financial decisions. Positioned within the financial services industry, FSA offers advisory and wealth management services through its network and affiliated partners, aiming to deliver thoughtful investment approaches that align with clients’ objectives. Headquartered in Rockville, Maryland, the firm has a regional footprint and has demonstrated steady personnel growth through additions such as investment analysts, traders, and financial advisors over the years. A related entity, FSA Wealth Partners, collaborates with clients to develop strategies that balance protection and growth, and disclosures are accessible via their online platform.

Financial Services Advisory Global Highlights

North America
21

United States Of America
21

Europe
1

Moldova
1

Financial Services Advisory's Leadership

R. R.
Chief Investment Officer
Mobile Phone
Email
D. P.
Founding Partner
Mobile Phone
Email
K. B.
Director Of Financial Planning
Mobile Phone
Email
J. A.
Regional Director
Mobile Phone
Email
K. B.
Director Of Financial Planning
Mobile Phone
Email
J. L.
Customer Service Manager
Mobile Phone
Email
K. D.
Operations Manager/Compliance Manager
Mobile Phone
Email
C. J.
Senior Trader
Mobile Phone
Email

Financial Services Advisory Employee Metrics

100%

50%

0%

2026

2025

Banking
Consultant
Entrepreneurship
Program & Project Management
Accounting
Other
Business
Entertainment

Contact profiles from Financial Services Advisory

Name

Title

Contact Info

Location

Last Update

A. W.
Client Service Associate
Mobile Phone
Email
Jun 03, 2026
J. D.
Investment Analyst
Mobile Phone
Email
United StatesDistrict of Columbia
Jun 03, 2026
M. Z.
Financial Advisor 1
Mobile Phone
Email
Apr 23, 2025
J. J.
Partner, President At Fsa Wealth Partners
Mobile Phone
Email
United StatesMaryland
Jun 04, 2026
M. Z.
Financial Advisor - Level 2
Mobile Phone
Email
United StatesMaryland
Apr 25, 2025

Frequently Asked Questions

What is Financial Services Advisory known for?

Financial Services Advisory was founded in 1982 operates in the Financial Services industry. The company's main headquarters is located in 1 Church Street Rockville, Maryland 20850 United States. Explore Financial Services Advisory's company overview page for more information.

What is Financial Services Advisory's most common email format?

Financial Services Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Services Advisory email formats with LeadIQ.

How many employees does Financial Services Advisory have currently?

Financial Services Advisory has approximately 75 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Financial Services Advisory's key employees and leadership?

As of June 2026, Financial Services Advisory's key employees include:

Chief Investment Officer: R. R.
Founding Partner: D. P.
Director Of Financial Planning: K. B.
Regional Director: J. A.
Director Of Financial Planning: K. B.

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Financial Services Advisory Employee Directory

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