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Maurice V Clarke

Investment adviser representative at Fmsa
14 yearsExperience
1 stateRegistered 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

14 years in the industry.

  1. FmsaJul 2025 to now
  2. Health Compass ConsultingAug 2022 to now
  3. UnemployedJan 2022 to Jul 2022
  4. Darden Inc.Oct 2012 to Dec 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
8120060
Firm CRD
154136
Advisor's SEC record (opens in a new tab)
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