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Current Employers
Financial Management Strategies, Inc.

9200 South Hills Blvd. Suite 310, Broadview Hts., OH 44147 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-05-22
  • PA RA
    APPROVED
    Since 2026-05-22

Branch Locations

9200 South Hills Blvd. Suite 310, Broadview Hts., OH 44147 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Management Strategies Dba Fms El Segundo CA 04/2026 Present
Dollar Bank Pittsburgh PA 06/2006 04/2020
Lifetime Financial Growth Pittsburgh PA 05/2020 05/2025
Unemployed Pittsburgh PA 06/2025 08/2025
Vision Wealth Management, Llc Ellwood City PA 07/2025 Present
Cetera Wealth Services, Llc El Segundo CA 11/2025 Present
Cetera Wealth Services, Llc El Segundo CA 08/2025 11/2025
  • 04/2026 → Present
    Financial Management Strategies Dba Fms
    El Segundo, CA
  • 06/2006 → 04/2020
    Dollar Bank
    Pittsburgh, PA
  • 05/2020 → 05/2025
    Lifetime Financial Growth
    Pittsburgh, PA
  • 06/2025 → 08/2025
    Unemployed
    Pittsburgh, PA
  • 07/2025 → Present
    Vision Wealth Management, Llc
    Ellwood City, PA
  • 11/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 08/2025 → 11/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 05/2024 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: VISION WEALTH MANAGEMENT, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 07/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL/REGISTERED ADMIN APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE; 3. NAME OF OTHER BUSINESS: FINANCIAL MANAGEMENT STRATEGIES DBA FMS - CRD# 122030; INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE; START DATE: 4/2026; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PLANNING AND ASSET MANAGEMENT;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-30
  • S66 Uniform Combined State Law Examination
    2026-03-30
Other Names
  • Andrew Mark Frizzell
  • Andrew Frizzell

View on SEC IAPD

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