Best Investors Account Sign in
Current Employers
Financial Management Strategies, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-02
OH RA APPROVED 2021-05-14
  • TX RA
    APPROVED
    Since 2025-06-02
  • OH RA
    APPROVED
    Since 2021-05-14

Branch Locations

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

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-04
OH RA APPROVED 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2024-11-04
  • OH RA
    APPROVED
    Since 2023-06-29

Branch Locations

9200 South Hills Blvd Ste 310, Broadview Heights, 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
First National Bank Independence OH 10/2013 11/2019
Cetera Investment Services Llc St.CLoud MN 02/2014 11/2019
Cetera Investment Advisers Llc Independence OH 02/2014 11/2019
Financial Management Strategies Cleveland OH 11/2019 10/2020
Vantage Financial Group Cleveland OH 10/2019 08/2021
Cetera Wealth Services, Llc El Segundo CA 11/2019 Present
Vision Wealth Management Broadview Heights OH 01/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 10/2013 → 11/2019
    First National Bank
    Independence, OH
  • 02/2014 → 11/2019
    Cetera Investment Services Llc
    St.CLoud, MN
  • 02/2014 → 11/2019
    Independence, OH
  • 11/2019 → 10/2020
    Financial Management Strategies
    Cleveland, OH
  • 10/2019 → 08/2021
    Vantage Financial Group
    Cleveland, OH
  • 11/2019 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2023 → Present
    Vision Wealth Management
    Broadview Heights, OH
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

(1) NAME OF OTHER BUSINESS: FINANCIAL MANAGEMENT STRATEGIES, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 11/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE (3) NAME OF OTHER BUSINESS: VISION WEALTH MANAGEMENT ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 05/2021 POSITION/TITLE/RELATIONSHIP: 5/1/2021 APX NUMBER OF HOURS PER WEEK: 30 ; APX NUMBER OF HOURS DURING TRADING HOURS: 30 ; BRIEF DESCRIPTION OF DUTIES: INSURANCE AND SECURITIES SALES AND SERVICE ; (4) NAME OF OTHER BUSINESS: ANTONIO CIBELLA YOUTUBE CHANNEL , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ONLINE VIDEOS, START DATE: 04/2023, POSITION/TITLE/RELATIONSHIP: HOST, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: 3, BRIEF DESCRIPTION OF DUTIES: POST VIDEOS ON YOU TUBE PROVIDING FINANCIAL INSIGHTS AND EDUCATION;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-24
  • S66 Uniform Combined State Law Examination
    2010-09-24
Other Names
  • Antonio Cibella

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Broadview Hts., OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor