Walid L. Petiri

FINANCIAL MANAGEMENT STRATEGIES

Baltimore, MD 21209-3731

Some features on this profile are disabled

CRD#: 3101819

Professional summary

Walid Liu Petiri, who also goes by Willard L Perkins Jr, is a registered financial advisor currently at FINANCIAL MANAGEMENT STRATEGIES, LLC located in Baltimore, Maryland.

Walid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Walid has worked at 5 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Willard L Perkins Jr

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walid Liu Petiri's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 22, 2022 - Present

FINANCIAL MANAGEMENT STRATEGIES, LLC

Office #1: 1330 Smith Avenue Suite 7, Baltimore, MD 21209-3731

RIA

CRD#: 122347

Baltimore, MD

Past

November 24, 2015 - December 23, 2016

CASI INSTITUTIONAL CONSULTING, INC.

RIA

CRD#: 281608

BALTIMORE, MD

Past

June 28, 2000 - December 31, 2000

CENTAURUS FINANCIAL, INC.

CRD#: 30833

ANAHEIM, CA

Past

August 25, 1998 - May 10, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 25, 1998 - May 10, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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.

Highlighted states indicate IAR registrations

IAR

Maryland
(3/22/2022)

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

State Security Law Exam

IAR

Series 66

Date: 8/24/1998

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/21/1998

General Securities Representative Examination

Current Firm

FINANCIAL MANAGEMENT STRATEGIES, LLC

CRD#: 122347 / SEC#:

Maryland

Registered Investment Advisory firm - (8/24/2000 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1330 Smith Avenue Suite 7, Baltimore, MD 21209-3731

Mailing Address

Phone number

(410) 779-1276

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	34
AUM (Assets Under Management)	$ 262,130,483

Red Flags

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.

Similar Advisors

Brian Mckinney

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Gary Williams

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Walid L. Petiri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walid Liu Petiri's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL MANAGEMENT STRATEGIES, LLC

CASI INSTITUTIONAL CONSULTING, INC.

CENTAURUS FINANCIAL, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/1998

Series 7

Date: 8/21/1998

Current Firm

FINANCIAL MANAGEMENT STRATEGIES, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FINANCIAL MANAGEMENT STRATEGIES, LLC

TRUST BUT VERIFY

Similar Advisors