Walid Liu Petiri

Employer firm

Financial Management Strategies, LLC CRD 122347

$350M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• BUSINESS CONSULTING SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2000 → Present
  Financial Management Strategies, Llc
  Baltimore, MD
• 10/2011 → 12/2016
  Casi Institutional Consulting, Inc.
  Baltimore, MD

Previous Registrations

• 2015-11-24 → 2016-12-23
  Casi Institutional Consulting, Inc.
  Baltimore, MD

Other Businesses

FINANCIAL MANAGEMENT STRATEGIES, LLC - INVESTMENT RELATED: YES - ADDRESS: 1330 SMITH AVENUE, SUITE 7, BALTIMORE, MD 21209 - NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISER - POSITION/TITLE: PRESIDENT - START DATE: 03/2000 - DUTIES: PRESIDENT AND DIRECTOR OF THE COMPANY AND AS SUCH PROVIDE FINANCIAL ADVICE AND BUSINESS CONSULTING TO CLIENTS. EITHER ON BEHALF OF FMS OR AS PART OF A PERSONAL SERVICES CONTRACT MR. PETIRI MAY PROVIDE CONSULTING SERVICES FOR A FEE. THESE SERVICES WILL NOT INCLUDE THE SOLICITATION OF, OR INVESTMENT OF ANY CLIENT FUNDS OR ACCOUNTS OR OTHER ASSETS, AND ALL REAL ESTATE RELATED ACTIVITY IS COMPLETELY SEPARATE FROM THE INVESTMENT ADVISORY SERVICES OF FMS. BUSINESS CONSULTING SERVICES WILL BE PROVIDED ON BEHALF OF FMS. MR. PETIRI SPENDS APPROXIMATELY 10% OF HIS TIME ON OUTSIDE BUSINESS ACTIVITIES.

Exams

• S66 Uniform Combined State Law Examination
  1998-08-24

Other Names

• Willard L Perkins