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The Foresight 
April 2022
 
 
 
 
Annual ADV Offer Notice

Dear <<First Name>>,

On March 30, 2022,  Financial Management Strategies, LLC (FMS) filed its annual updated version of Form ADV Part 2 A. FMS also updated its Form ADV Part 2B Brochure Supplement.

We are relaying the following changes in our ADV Part 2A and Part 2B:
  • In March 2022, our update disclosed total assets increased as did hourly billing rate page(s) 2,7,8,9.
  • In March 2022, page 13 was updated to include disclosure of Certified Financial Analyst Institute as well as Investments & Wealth Institute code of ethics.
  • In March 2022, page 21,22 was updated to disclose additional educational background and business experience.
  • A complete copy of our Firm Brochure Part 2A & 2B by request either contacting us at info@fmsadvisors.com or 410-779-1276.
If you have any questions, please feel free to reach out to us.

Sincerely,

Walid L. Petiri
Chief Strategist

Financial Management Strategies, LLC
1330 Smith Avenue. Suite 7
Baltimore, MD 21209
(p) 410-779-1276
(f) 410-779-1302

 

Walid Petiri is the owner of Financial Management Strategies, LLC (FMS), a Registered Investment Advisor established in 2000. He has over two decades of financial experience that covers virtually all areas of finance, from tax, insurance, stockbroker, personal financial planning, and personal banking to corporate credit, business planning, and consumer lending. In 2017 FMS Institutional Services was launched, and he leads the institutional consulting services delivered that include: investment policy preparation, asset allocation, manager search, due diligence and selection, and the design and implementation of diverse and emerging manager programs.
 
He is a graduate of New Jersey’s Montclair State University with a degree in both business management and finance. Mr. Petiri is a recipient of the Accredited Asset Management Specialist designation from the College of Financial Planning in Denver, Colorado. He has completed the education requirement for CIMA® certification at Yale School of Management.
 
Mr. Petiri has frequently been heard on WEAA (88.9 FM) as a financial commentator, appeared on WMAR-TV 2 regarding the 2008 & 2009 economic downturn. Mr. Petiri has been interviewed and quoted by
CNBC, the Investment News magazine and Bankrate.com, written for the Journal of Personal Finance, The Register, Popular Finance (of China), Minority Enterprise Advocate Magazine, The Wall Street Journal, Aging News Alert, Morningstar.com, USAToday.com, TheStreet.com, Wall Street CheatSheet and publishes a monthly financial advice column called the Foresight.
 
Walid was featured in SmartCEO Magazine - Baltimore for the 2012 Top Money Managers Wealth Management. A member of Bethel African Methodist Episcopal Church, he is a devoted parent to his son and daughter. Walid serves on the Finance Committee of Associated Black Charities, and on the Board of Directors for the Reginald F. Lewis Museum and has Chaired the Investment Committee. He is also one of the new Directors for National Center on Institutions and Alternatives.

 
  
 
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