Andrew Mark Frizzell
Investment adviser representative at Financial Management Strategies, Inc.
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- Financial Management Strategies, Inc.May 2026 to now
- Financial Management Strategies dba FmsApr 2026 to now
- Cetera Wealth Services, LLCAug 2025 to now
- Vision Wealth Management, LLCJul 2025 to now
- UnemployedJun 2025 to Aug 2025
- Lifetime Financial GrowthMay 2020 to May 2025
- Dollar BankJun 2006 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7255046
- Firm CRD
- 120818