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FINANCIAL SECURITY ADVISORY INC

VIRGINIA BEACH, VA · CRD 110746 · IAPD ↗ · gofsg.com · 757-431-1414

$1.95BRegulatory AUM
37Advisory reps
37Employees
0Clients
More than 500Planning clients
0Private funds
26States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — FINANCIAL SECURITY ADVISORY INC shrank from 43 to 37 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
September 2024 — FINANCIAL SECURITY ADVISORY INC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
August 2024 — FINANCIAL SECURITY ADVISORY INC notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — FINANCIAL SECURITY ADVISORY INC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.