Charles Brian Elliott
Investment adviser representative at Financial Management Strategies, Inc.
14 yearsExperience
2 statesRegistered in
$714.2MFirm assets
20 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Cetera Wealth Services, LLCSep 2013 to now
- Financial Management Strategies, Inc.Jan 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Financial Management Strategies, Inc.
$714.2MAssets managed
1,895Clients
21Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4069269
- Firm CRD
- 120818