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Founding Partner · FSA Wealth Partners

David R. Petersen

CRD 716333 · Named on Form ADV at one SEC-registered adviser

At a glance

FSA Wealth Partners, an SEC-registered wealth manager based in Rockville, MD with $820 million in regulatory assets, lists David R. Petersen on its Form ADV as Founding Partner, a control person.

Firms and roles

  • FSA Wealth PartnersFounding PartnerWealth manager · Rockville, MD · $820M in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.