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FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC., CRD 154136
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| DAVID WILLIAM VELA | n/a | DELRAY BEACH, FL | 15 | 36 | 3 | no |
| VICTOR SCOTT SONNIER | n/a | Delray Beach, FL | DELRAY BEACH, FL | 15 | 23 | 4 | no |
| TIFFANY NICHOLE GRAYSON-TAUZIN | n/a | DELRAY BEACH, FL | 10 | 20 | 3 | no |
| BRANDON J VARISCO | n/a | DELRAY BEACH, FL | Lafayette, LA | 9 | 18 | 1 | no |
| DAVID WAYNE VARISCO | n/a | Lafayette, LA | DELRAY BEACH, FL | 9 | 37 | 2 | no |
| JONATHAN JAMES ELESER | n/a | DELRAY BEACH, FL | lafayette, LA | 7 | 10 | n/a | no |
| MICHAEL E MCCLIMON | n/a | DELRAY BEACH, FL | Clive, IA | 7 | 30 | 3 | no |
| PATRICK W JORDAN | n/a | DELRAY BEACH, FL | 6 | 17 | n/a | no |
| Reid Aaron Pierson | n/a | DELRAY BEACH, FL | Conroe, TX | 2 | 14 | n/a | no |
| Jacques Allen Sonnier | n/a | DELRAY BEACH, FL | 2 | 17 | n/a | no |
| Hector Miguel Valdez | n/a | Brownsville, TX | DELRAY BEACH, FL | 2 | 13 | n/a | no |
| Dynah Jene Sistrunk | n/a | Pembroke Pines, FL | DELRAY BEACH, FL | 1 | 12 | n/a | no |
| Victoria Lynn Dickerson | n/a | Lafayette, LA | DELRAY BEACH, FL | 1 | 29 | 2 | no |
| MICHAEL JOHN SLOAN | n/a | Clermont, FL | DELRAY BEACH, FL | 1 | 32 | 12 | no |
| James Ernest Dickerson | n/a | French Settlement, LA | DELRAY BEACH, FL | 1 | 14 | n/a | no |
| Maurice V Clarke | n/a | DELRAY BEACH, FL | Orlando, FL | 1 | 13 | n/a | no |
| Jimmy Ray | n/a | LOUISVILLE, KY | DELRAY BEACH, FL | 0 | 10 | 5 | no |
| Bradford S Smith | Chartered Financial Analyst | DELRAY BEACH, FL | Wellington, FL | 0 | 10 | n/a | no |
| Jacob R Couch | n/a | DELRAY BEACH, FL | Boise, ID | 0 | 21 | n/a | no |
| MARK PHILIP CUSSEN | n/a | Overland Park, KS | DELRAY BEACH, FL | 0 | 30 | 4 | no |
| RICHARD Brian WILLIAMSON | n/a | Knoxville, TN | DELRAY BEACH, FL | 0 | 32 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| SONNIER, VICTOR, SCOTT | Ceo | E | yes | 11/2004 | Mar 27, 2012 | Mar 15, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Lafayette | La | United States | 4 | no |
| Clive | Ia | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 6, 2026 | $216M | $136M | 20 | 20 | 5 | n/a | n/a |
| 2024 | Mar 20, 2025 | $189M | $117M | 12 | 12 | 5 | n/a | n/a |
| 2023 | Mar 15, 2024 | $169M | $109M | 12 | 12 | 5 | n/a | n/a |
| 2022 | Mar 16, 2023 | $145M | $91.4M | 9 | 9 | 5 | n/a | n/a |
| 2021 | Mar 30, 2022 | $146M | $107M | 9 | 9 | 5 | n/a | n/a |
| 2020 | Mar 19, 2021 | $131M | $87.3M | 9 | 9 | 5 | n/a | n/a |
| 2019 | Apr 1, 2020 | $122M | $79.3M | 9 | 6 | 4 | n/a | n/a |
| 2018 | Mar 25, 2019 | $109M | $70.9M | 8 | 4 | 2 | n/a | n/a |
| 2017 | Mar 30, 2018 | $90.1M | $47.4M | 6 | 3 | 2 | n/a | n/a |
| 2016 | May 30, 2017 | $115M | $43.0M | 6 | 3 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $90.0M | $40.0M | 6 | 3 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $102M | $40.0M | 3 | 2 | n/a | n/a | n/a |
| 2013 | Mar 12, 2014 | $100M | $15.0M | 5 | 2 | n/a | n/a | n/a |
| 2012 | Mar 28, 2013 | $101M | $101M | 4 | 2 | n/a | n/a | n/a |
| 2011 | Mar 27, 2012 | $100M | $100M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 0 | 3 | 0.0% | 0 | 0 | 0 | 5 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $216M | $189M | 14.4% | $145M | 14.2% | 20 | 12 | 5 | 5 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| OXFORD ASSET MANAGEMENT, LLC | 2 | May 23, 2017 | May 23, 2017 | LAFAYETTE, LA | Team lift out | Other | 25.0% |