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Reid Aaron Pierson

FMSA
Conroe, TX
·CRD# 7454384·4 years experience

Professional Summary

Reid Aaron Pierson is a registered financial advisor currently at FMSA located in Conroe, Texas. Reid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Reid has worked at 1 firm and has passed the Series 65 and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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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

4 years in the financial services industry

Current & Past Employments

FMSA·CRD# 154136
RIA
Conroe, TX
November 6, 2023 - Present

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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

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Overnight freight work at The Home Depot locally in Huntsville Tx. I spend approximately 100 hours/month, or 20-25 hours a week. None of which overlaps with trading hours. Started working relationship in May, 2024. I do accounting and bookkeeping contract work for the Church Without Walls, located at 5725 Queenston Blvd, Houston, TX 77084. The non-profit business is a Baptist church and not investment related. I report to the Director of Finance and the church's CPA and do accounting related work, such as: general ledger entries, accounts payable/receivable, and printing vendor checks. The relationship began in 2018 when I had previously entered into a work arrangement with the church. In January 2023, they reached back out to me and I agreed to help them with accounting work on an as-needed basis. It is expected that I will devote approximately 10 hours a month to the business. Most will be done on evenings and weekends, so there should be no overlap with market trading hours. Independent insurance sales for life, disability, and long-term care insurance products. All are fixed products and not investment-related. Started June 2025 independently with Simplicity Group in Boise Idaho, but contracts and appointments are done independently with various carriers. I spend approximately 20 hours/month, or 5 hours/week, marketing and specifically tending to insurance-related business.

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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
Texas
(11/6/2023)

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 Jul 2022About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed May 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Reid Aaron Pierson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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