What departments does Financial Services Institute (FSI) have?

Financial Services Institute (FSI) has employees across 10 departments including Legal, Marketing, Operations, Education, Finance.

What is the largest department at Financial Services Institute (FSI)?

The largest department at Financial Services Institute (FSI) is Marketing with 4 employees.

Where are Financial Services Institute (FSI) employees located globally?

Financial Services Institute (FSI) has employees across 4 continents and 19 countries including Zambia, South Africa, Egypt, Mauritius, Nigeria.

How has Financial Services Institute (FSI)'s team size changed over time?

Financial Services Institute (FSI)'s team has decreased from approximately 46 to 39 employees based on available data.

Financial Services Institute (FSI) Employee Directory

Financial ServicesDistrict of Columbia, United States51-200 Employees

The Financial Services Institute (FSI) is a financial services industry organization based in Washington, D.C., located at 1201 Pennsylvania Avenue Northwest, Suite 700, Washington, DC 20004. Founded in 2004, FSI aims to ensure that all individuals have access to competent and affordable financial advice, products, and services delivered by a growing network of independent financial advisors and independent financial services firms. The organization focuses on advocating for a healthier, more business-friendly regulatory environment for its members. Its strategy emphasizes involvement in FINRA governance and active engagement in the electoral, regulatory, and legislative processes to influence policy on behalf of independent financial advisors and independent financial services firms. The group employs between 51 and 200 people.

Financial Services Institute (FSI) Global Highlights

North America
72

United States Of America
70
Canada
2

Africa
11

South Africa
4
Mauritius
2
Nigeria
2
Zambia
1
Egypt
1
Benin
1

Asia
9

Bangladesh
1
India
1
Philippines
1
Tajikistan
1
Malaysia
1
Nepal
1
Pakistan
1
United Arab Emirates
1
Japan
1

Europe
3

Germany
2
United Kingdom Of Great Britain And Northern Ireland
1

Financial Services Institute (FSI)'s Leadership

H. L.
Vice President Of Legislative Affairs & Senior Counsel
Mobile Phone
Email
C. O.
Vice President Finance
Mobile Phone
Email
A. H.
Vice President Of Regulatory Affairs And Deputy General Counsel
Mobile Phone
Email
D. B.
President & Ceo
Mobile Phone
Email
M. S.
President
Mobile Phone
Email
J. R. R.
2012 Board Chairman
Mobile Phone
Email
B. S.
Owner
Mobile Phone
Email
D. B.
Executive Vice President & General Counsel
Mobile Phone
Email

Financial Services Institute (FSI) Employee Metrics

100%

50%

0%

2026

2025

Banking
Entrepreneurship
Business
Legal
Community & Social Services
Other
Consultant

Contact profiles from Financial Services Institute (FSI)

Name

Title

Contact Info

Location

Last Update

M. C.
Director Of State Legislative Affairs
Mobile Phone
Email
United StatesDistrict of Columbia
Aug 06, 2025
A. C.
Manager Wfsu & Am Marketing & Service Quality Unit/Trainer & Awareness Expert
Mobile Phone
Email
PakistanIslāmābād
Apr 20, 2026
S. F.
Marketing & Communications Manager
Mobile Phone
Email
United StatesArkansas
Apr 20, 2026
F. S.
Item Processing Operations Manager
Mobile Phone
Email
United StatesNew Jersey
May 29, 2026
B. H.
Finance Manager
Mobile Phone
Email
United StatesNew York
May 29, 2026
J. B.
Senior Meetings Manager
Mobile Phone
Email
United StatesMaryland
Feb 05, 2024
L. F.
Account Manager
Mobile Phone
Email
United States
May 08, 2024
M. W.
Service Manager
Mobile Phone
Email
United StatesMichigan
Oct 21, 2024
C. S.
Sr Client Associate
Mobile Phone
Email
United StatesNew Jersey
Mar 24, 2026
M. F.
Regulatory Counsel
Mobile Phone
Email
United StatesDistrict of Columbia
May 31, 2026

Frequently Asked Questions

What is Financial Services Institute (FSI) known for?

Financial Services Institute (FSI) was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 1201 Pennsylvania Avenue Northwest Suite 700 Washington, District of Columbia 20004 United States; you can contact the main corporate office by phone at

+1-888-373-****

. Explore Financial Services Institute (FSI)'s company overview page for more information.

What is Financial Services Institute (FSI)'s most common email format?

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

How many employees does Financial Services Institute (FSI) have currently?

Financial Services Institute (FSI) has approximately 66 employees as of June 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are Financial Services Institute (FSI)'s key employees and leadership?

As of June 2026, Financial Services Institute (FSI)'s key employees include:

Vice President Of Legislative Affairs & Senior Counsel: H. L.
Vice President Finance: C. O.
Vice President Of Regulatory Affairs And Deputy General Counsel: A. H.
President & Ceo: D. B.
President: M. S.

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Financial Services Institute (FSI) Employee Directory

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