Financial Services Advisory, Inc. (“Company”) is an SEC-registered investment advisor located in Rockville, Maryland. Company and its advisors are in compliance with current filing requirements imposed upon SEC-registered investment advisory firms and by those states in which Company maintains clients. Company may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
As a client of FSA, you share both personal and financial information with us. This information enables us to provide you with responsive, personalized service and allows us to help you achieve your goals. Your privacy is important to us, and we are dedicated to safeguarding your personal and financial information.
In the normal course of doing business, we typically obtain the following non-public personal information about our clients:
FSA is an independent, privately-owned firm. Therefore we do not have any affiliates with whom we share your personal and financial information. We do not sell information about current or former clients to third parties, nor is it our practice to disclose such information to third parties unless requested to do so by a client or authorized client representative or, if necessary, in order to process a transaction or service an account. As permitted by law, we may share your information without your permission to our third-party service providers in order to help administrate our business, such as brokerage and custodial firms, legal counsel, accountants, consultants and technology companies. Companies we hire for services of this kind are not allowed to use your personal information for their own purposes and are contractually obligated to maintain strict confidentiality.
At FSA, we understand how important it is to protect your personal and financial information. That’s why we have in place physical, electronic and procedural safeguards. Our staff is educated regarding the importance of confidentiality and privacy related to our policies and procedures which restrict the use of client information and require that it be held in strict confidence.
We will annually provide you a notice describing our privacy policy. In addition, we will inform you promptly if there are changes to our policy.
Please do not hesitate to contact us with questions about this notice.
Wondering if FSA might be the right fit as your financial advisor? Schedule a no-obligation meeting to learn more about us and decide if you want to work together.
FSA Wealth Partners Inc is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where FSA Wealth Partners Inc and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by FSA Wealth Partners Inc unless a client service agreement is in place. More information regarding FSA Wealth Partners Inc and its Investment Adviser Representatives can be found at the Securities and Exchange Commission website www.adviserinfo.sec.gov.
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