FSA WEALTH PARTNERS, INC. of ROCKVILLE, MD is an SEC-registered investment adviser (CRD 104513). Regulatory assets under management: $819.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| David Ronald Petersen | FOUNDING PARTNER | — |
| James Edward Joseph | PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER | — |
| Ronald James Rough | CHIEF INVESTMENT OFFICER & PARTNER | — |
| Kim Marie Donohue | SECRETARY | — |
| Kimberly Anne Basenback | DIRECTOR OF FINANCIAL PLANNING & PARTNER | — |
| PETERSEN DAVID RONALD | CHIEF COMPLIANCE OFFICER & FOUNDING PARTNER; CHIEF COMPLIANCE OFFICER/PRESIDENT; FOUNDING PARTNER (+5 more) | — |
| PETERSEN TERRI LYNN | SEC/TREA. | — |
| MOSS VIRGINIA LYONS | CCO, DIR OF FINANCE; CHIEF COMPLIANCE OFFICER/DIR OF FINANCE | — |
| SCHAEFFER KAREN PATRICIA | ACTING/INTERIM PRESIDENT; VICE PRESIDENT | — |
| KNUTH DONALD WILLIAM | VICE PRESIDENT | — |
| JOSEPH JAMES EDWARD | PRESIDENT; PRESIDENT/TREASURER CHIEF COMPLIANCE OFFICER & PARTNER; PRESIDENT/TREASURER & PARTNER (+1 more) | — |
| ROUGH RONALD JAMES | CHIEF INVESTMENT OFFICER & PARTNER; DIRECTOR OF PORTFOLIO MANAGEMENT & PARTNER | — |
| Donohue Kim Marie | SECRETARY | — |
| Basenback KIMBERLY ANNE | DIRECTOR OF FINANCIAL PLANNING & PARTNER | — |