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Victor Scott Sonnier

Fmsa

Delray Beach, FL

Delray Beach, FL

CRD 3151399

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Employer firm

Fmsa CRD 154136

$216M regulatory AUM 1,264 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Fmsa

Delray Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-02-20
FL RA APPROVED 2025-02-20
LA RA APPROVED 2015-07-14
TX RA APPROVED_RES 2011-01-11
  • CO RA
    APPROVED
    Since 2025-02-20
  • FL RA
    APPROVED
    Since 2025-02-20
  • LA RA
    APPROVED
    Since 2015-07-14
  • TX RA
    APPROVED_RES
    Since 2011-01-11

Branch Locations

Delray Beach, FL • United States

Delray Beach, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Fmsa Lafayette LA 11/2004 Present
  • 11/2004 → Present
    Lafayette, LA
Previous Registrations
  • 2007-05-08 → 2012-12-03
    Oxford Asset Management, Llc
    Lafayette, LA
  • 2011-01-14 → 2011-12-31
    Delray Beach, FL
  • 2007-02-09 → 2007-05-04
    Lafayette, LA
  • 2002-10-23 → 2007-02-08
    American General Securities Incorporated
    Lafayette, LA
    Houston, TX
    Lafayette, LA
Other Businesses

FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC, INDEPENDENT INSURANCE SALES, COMMENCED 1/2002, LLC, 20% TIME SPENT, 100% OWNERSHIP, AGENT/REP; PROPERTY MANAGEMENT SERVICES OF LAFAYETTE LLC, OWN SELF SERVE CAR WASHES AND RENTAL PROPERTY, COMMENCED 4/2004, LLC, 5% TIME SPENT, 100% OWNERSHIP, ACTIVE OWNER;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-08
  • S65 Uniform Investment Adviser Law Examination
    2007-06-08

View on SEC IAPD

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