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First Command Advisory Services CRD 281958
$24.4B regulatory AUM 1,013 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-27 |
| TX | RA | APPROVED_RES | 2026-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Coral Gables | FL | 06/2009 | 03/2022 |
| Unemployed | Miami | FL | 03/2022 | 12/2023 |
| Amerant Investments, Inc. | Coral Gables | FL | 12/2023 | 04/2026 |
| First Command Financial Services | Fort Worth | TX | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-21 |
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