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Richard B. Williamson

FMSA
Knoxville, TN 37919
Some features on this profile are disabled
CRD#: 8192486
RW
Richard Brian WilliamsonFMSA

Professional summary

Richard Brian Williamson, who also goes by Richard Brian Williamson, Richard Williamson, is a registered financial advisor currently at FMSA located in Knoxville, Tennessee.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Richard has worked at 3 firms and has passed the Series 65, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Richard Brian Williamson | Richard Williamson

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Brian Williamson's CRS (Customer Relationship Summary).
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

June 15, 2026 - Present

FMSA

Office #1: 419 Erin Dr Ste 3, Knoxville, TN 37919
RIA
CRD#: 154136
Knoxville, TN
Past

February 17, 2026 - June 11, 2026

ACRYLIC FINANCIAL, INC.

RIA
CRD#: 288263
Knoxville, TN
Past

January 2, 2026 - February 9, 2026

PFS INVESTMENTS INC.

BD
CRD#: 10111
HOUSTON, TX

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 - (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.

Highlighted states indicate IAR registrations

IAR
Tennessee
(6/15/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/10/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2026
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/1/2025
Securities Industry Essentials Examination

Current Firm

FM
FMSA
FINANCIAL MANAGEMENT SERVICES OF AMERICA LLC. | FMSA

CRD#: 154136 / SEC#: 801-71764

RIA
Registered Investment Advisory firm - (8/23/2010 Approved)
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Contact information

Main Address
Delray Beach, FL
Mailing Address
Phone number
(561) 289-2602
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (7 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 Accounts1,784
AUM (Assets Under Management)$ 216,378,047

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.

Company Information

FMSA

CRD#: 154136Knoxville, TN 37919

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