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Michael John Sloan

FMSA

Clermont, FL

·CRD# 1430910·41 years experience

Professional Summary

Michael John Sloan, who also goes by Mike Sloan, is a registered financial advisor currently at FMSA located in Clermont, Florida. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Michael has worked at 22 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mike Sloan

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

41 years in the financial services industry

Current & Past Employments

FMSA·CRD# 154136

RIA

2430 Us Hwy 27, Ste. 330-203, Clermont, FL 34747

December 6, 2024 - Present

PORTFOLIO MEDICS, LLC·CRD# 145958

RIA

Clermont, FL

November 16, 2020 - October 29, 2024

ELITE INVESTMENT TEAM LLC·CRD# 296922

RIA

Grandview,, WA

October 15, 2019 - June 1, 2020

CREATIVEONE WEALTH, LLC·CRD# 281213

RIA

Grandview, WA

April 22, 2019 - June 10, 2019

CREATIVEONE WEALTH, LLC·CRD# 281213

RIA

Grandview, WA

February 13, 2019 - March 27, 2019

BROOKSTONE CAPITAL MANAGEMENT LLC·CRD# 141413

RIA

Flowery Branch, GA

November 13, 2017 - April 30, 2018

HORTER INVESTMENT MANAGEMENT, LLC·CRD# 119880

RIA

Flowery Branch, GA

January 24, 2017 - January 31, 2017

PATRIOT INVESTMENT ADVISORS, LLC·CRD# 175368

RIA

Gainesville, GA

June 2, 2015 - November 8, 2016

COINBASE CAPITAL MARKETS CORP·CRD# 10722

RIA

San Diego, CA

March 26, 2014 - November 3, 2014

REGAL INVESTMENT ADVISORS LLC·CRD# 125004

RIA

Flowery Branch, FL

February 19, 2014 - March 19, 2014

CETERA ADVISORS LLC·CRD# 10299

RIA

Dawsonville, GA

April 4, 2006 - June 17, 2009

CETERA ADVISORS LLC·CRD# 10299

BD

Dawsonville, GA

March 21, 2006 - June 17, 2009

INVESTMENT PLANNERS, INC.·CRD# 18557

BD

Alpharetta, GA

May 5, 2005 - April 13, 2006

USALLIANZ SECURITIES, INC.·CRD# 40875

RIA

Las Vegas, NV

January 4, 2005 - May 11, 2005

USALLIANZ SECURITIES, INC.·CRD# 40875

BD

Minneapolis, MN

October 5, 2004 - May 11, 2005

HORNOR, TOWNSEND & KENT, LLC·CRD# 4031

RIA

Las Vegas, NV

August 13, 2002 - August 16, 2004

HORNOR, TOWNSEND & KENT, LLC·CRD# 4031

BD

Conshohocken, PA

June 14, 2002 - August 16, 2004

SUNAMERICA SECURITIES, INC.·CRD# 20068

BD

Phoenix, AZ

April 3, 2002 - May 23, 2002

HORNOR, TOWNSEND & KENT, LLC·CRD# 4031

BD

Conshohocken, PA

December 10, 1999 - March 28, 2002

SUNAMERICA SECURITIES, INC.·CRD# 20068

BD

Phoenix, AZ

February 23, 1996 - March 17, 1998

RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694

BD

St. Petersburg, FL

June 16, 1994 - February 22, 1996

SUNAMERICA SECURITIES, INC.·CRD# 20068

BD

Phoenix, AZ

April 20, 1994 - June 16, 1994

IDS LIFE INSURANCE COMPANY·CRD# 6321

BD

Minneapolis, MN

August 6, 1993 - April 4, 1994

AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363

BD

Minneapolis, MN

August 6, 1993 - April 4, 1994

CAMDEN SECURITIES, INC.·CRD# 18305

BD

Los Angeles, CA

February 25, 1993 - August 7, 1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES·CRD# 4039

BD

New York, NY

May 20, 1992 - November 5, 1992

EQUITABLE ADVISORS, LLC·CRD# 6627

BD

New York, NY

May 20, 1992 - November 5, 1992

NORTH AMERICAN MANAGEMENT, INC.·CRD# 624

BD

Sioux Falls, SD

August 21, 1991 - April 6, 1992

PFS INVESTMENTS INC.·CRD# 10111

BD

Duluth, GA

November 26, 1985 - August 30, 1991

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Current Firm

FM

FMSA

FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. | FMSA

CRD#: 154136 / SEC#: 801-71764

RIA

Registered Investment Advisory firm - SEC (8/23/2010 Approved)

Contact Information

Main Address

Delray Beach, FL

Phone Number

(561) 289-2602

# of Employees

20

SEC notice filing (9 States and Territories)

Registered to provide investment advisory services in 9 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FMSA ADV 2 (2/11/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,784

AUM (Assets Under Management)

$216,378,047

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Sloan is an independent insurance agent. It is not investment related and he spends approximately 30 hours a week during market hours in this business. Mr. Sloan is also an independent associate for Legalshield, in this role he sells personal and small business legal plans. He spends 5 hours a week during market hours on this activity. Mr. Sloan refers clients and prospects in need of cost segregation work for their real estate for a fee, he spends 1 hour a week doing this. Last Mr. Sloan is an agent for Issachar Capital, in this role he arranges real estate financing for individuals. He spends approximately 20 hours a month in this activity.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FM

FMSA

FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. | FMSA

CRD#: 154136 / SEC#: 801-71764

RIA

Registered Investment Advisory firm - SEC (8/23/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

IAR

Florida
(12/6/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2014About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1994About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Aug 1993About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Nov 1985About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael John Sloan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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MS

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