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Brandon J Varisco

Investment adviser representative at Fmsa
18 yearsExperience
2 statesRegistered in
$216.4MFirm assets
16 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 assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

18 years in the industry.

  1. FmsaMar 2017 to now
  2. Brandon Varisco Insurance AgencyJun 2014 to now
  3. Oxford Asset ManagementMay 2008 to Mar 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 2 states (LA, TX).

Fmsa

Legal name: Financial Management Services of America LLC.

$216.4MAssets managed
1,291Clients
22Advisers
16 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
5534021
Firm CRD
154136
Advisor's SEC record (opens in a new tab)
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