Enrique L. Tomeu
Investment adviser representative at Financial Security Advisory Inc
24 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Tomeu Wealth ManagementFeb 2005 to now
- Financial Security Advisory IncJan 2003 to now
- Financial Security Mgmt, Inc.Jul 2002 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 6 states (CA, FL, MD, NC, PA, VA).
Financial Security Advisory Inc
$1.9BAssets managed
3,393Clients
30Advisers
29 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
- 4135410
- Firm CRD
- 110746