David Petersen has been Founding Partner of FSA Wealth Partners since January 2021, is a control person of the firm and directly owns under 5% of it. David Petersen studied at Brigham Young University.
Fsa Wealth Partners, Inc. is a Rockville, MD firm with $820M under management, 698 clients and 9 advisers in one office, as of its April 2026 filing.
David Petersen is Founding Partner of FSA Wealth Partners. He co-founded the firm, previously named Financial Services Advisory (FSA), in 1982, after studying at Brigham Young University. He has more than four decades in the financial industry.
- Fsa Wealth PartnersCurrent– present · 38 yearsRockville, MD · Adviser representative · Firm CRD 104513
Investment adviser representative registrations
David Petersen is registered as an investment adviser representative in Maryland, since October 1990.
- MarylandSince 25 October 1990
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 December 1991 |
| Series 7 | General Securities Representative Examination | 21 May 1983 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 October 1980 |
| Series 1 | Registered Representative Examination | 19 September 1980 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- David Ronald Petersen
- CRD
- 716333
- Firm
- FSA Wealth Partners · CRD 104513
- Role
- Founding Partner
- Office
- ONE CHURCH STREET, SUITE 901, Rockville, MD 20850
- Registration
- Investment adviser registration
- In the industry since
- May 1988
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fsawealthpartners.com
Where does David Petersen work?
David Petersen has been Founding Partner of Fsa Wealth Partners, Inc. since January 2021, and is a control person of the firm.
Is David Petersen a financial advisor?
Yes. David Petersen has a current investment-adviser registration in Maryland, through FSA Wealth Partners since May 1988.
How many years of experience does David Petersen have?
David Petersen has 38 years in the financial industry, since May 1988, across 1 adviser firm.
What exams has David Petersen passed?
David Petersen has passed 4 licensing exams: the Series 1, Series 63, Series 7 and Series 65. The earliest, the Series 1, was passed in September 1980.
Where is David Petersen based?
David Petersen’s registered office is in Rockville, MD.
Is David Petersen registered with FINRA?
No. David Petersen has no current broker registration.
How can I verify David Petersen’s record?
Search CRD 716333 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Petersen’s full registration record.
