# Financial Services Advisory

Financial Services Advisory is a Bank / Wealth / Trust based in Hanover, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Hanover, United States
- **Region:** North America
- **Address:** Rockville, MD, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** fsainvest.com
- **LinkedIn:** https://www.linkedin.com/company/fsa-wealth-partners

## Regulatory record

- **CRD number:** 122053
- **SEC file number:** 801-113557
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122053

## About

With more than four decades dedicated to managing money and providing financial advice, we have helped guide clients through all types of environments—the good times and bad. FSA Wealth Partners has worked in collaboration with individuals, families, and business owners to establish an approach to investing that focuses on protecting what you have worked so hard to create. It’s given us a unique perspective on investing—how to protect your wealth and how to grow it wisely. We’ve learned to guide clients in thinking through their goals and decisions to help avoid costly mistakes. To view our disclosures, please visit www.FSAwealthpartners.com/disclosures.

## Questions

### What regulatory framework governs Financial Services Advisory?

Financial Services Advisory is registered with the U.S. Securities and Exchange Commission as a Registered Investment Adviser. This subjects the firm to fiduciary obligations under the Investment Advisers Act of 1940, requiring it to act in clients' best interests when managing portfolios or providing advice. Registration records are maintained through the SEC's IAPD database.

### Does the firm manage institutional assets or only individual accounts?

Regulatory filings indicate Financial Services Advisory serves both individual and institutional clients, though the proportion of each is not publicly reported. This dual-client base is standard among mid-market wealth managers and registered investment advisers, often reflecting a mix of high-net-worth families and smaller institutional mandates.

## Related profiles

- [Financial Sense Advisors](https://altss.com/profile/financial-sense-advisors)
- [Financial Services Auckland & Waikato](https://altss.com/profile/financial-services-auckland-waikato)

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Last updated: 2026-06-03T20:00:00.000Z

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