← Back to searchVisit website
FINANCIAL SECURITY ADVISORY INC
CRD 110746 · SEC 801-54496
477 VIKING DRIVE, SUITE 305, VIRGINIA BEACH, VA, 23452, United States
Phone
757-431-1414
Fax
757-703-0510
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.74B
Discretionary AUM
$1.74B
Team
43 total employees; 43 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2366 | $714.2M |
| High net worth individuals | 444 | $918.5M |
| Pension/profit sharing plans | 285 | $99.8M |
| Charitable organizations | 11 | $2.2M |
| Corporations/business entities | 35 | $8.6M |
States served
AL, AZ, CA, CO, DE, DC, GA, IL, IN, LA, MD, MA, MI, NJ, NY, NC, OH, PA, SC, TN, VA, WI, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD