Michael Sloan has been an investment adviser representative at Financial Management Services of America since December 2024, and is not listed among the firm’s executive officers or direct owners.
Financial Management Services of America LLC. is a firm with $216M under management, 1,291 clients and 20 advisers across 13 offices, as of its September 2026 filing.
Mike Sloan is an Investment Advisor & Tax Strategist with Financial Management Services of America and Camas Advice. After serving in the U.S. Navy and working as a Firefighter/Paramedic, he moved into financial services, working with business owners and professionals. His career spans personal and business planning, leadership roles, and insurance and investment.
Michael Sloan’s longest registration was 3 years at Portfolio Medics, LLC (2020–2024). Before joining Financial Management Services of America in 2024, Michael Sloan was registered through Portfolio Medics, LLC and Elite Investment Team LLC.
- Portfolio Medics, LLC– · 3 yearsClermont, FL · Adviser representative · Firm CRD 145958
- Elite Investment Team LLC– · under a yearGrandview,, WA · Adviser representative · Firm CRD 296922
- Change Path LLC– · under a yearGrandview, WA · Adviser representative · Firm CRD 281213
- Brookstone Capital Management LLC– · under a yearFlowery Branch, GA · Adviser representative · Firm CRD 141413
- Horter Investment Management, LLC– · under a yearFlowery Branch, GA · Adviser representative · Firm CRD 119880
- Patriot Investment Advisors, LLC– · 1 yearGainesville, GA · Adviser representative · Firm CRD 175368
- Keystone Capital Corporation– · under a yearSan Diego, CA · Adviser representative · Firm CRD 10722
- Regal Investment Advisors LLC– · under a yearFlowery Branch, FL · Adviser representative · Firm CRD 125004
- Multi-Financial Securities Corporation– · 3 yearsDawsonville, GA · Adviser representative · Firm CRD 10299
- Usallianz Securities, Inc.– · under a yearLas Vegas, NV · Adviser representative · Firm CRD 40875
- Hornor, Townsend & Kent, Inc.– · 2 yearsLas Vegas, NV · Adviser representative · Firm CRD 4031
Professional designations
Listed by Financial Management Services of America
- CRPC
Investment adviser representative registrations
Michael Sloan is registered as an investment adviser representative in Florida, since December 2024.
- FloridaSince 6 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 February 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 February 1994 |
| Series 7 | General Securities Representative Examination | 5 August 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 25 November 1985 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael John Sloan
- CRD
- 1430910
- Firm
- Financial Management Services of America · CRD 154136
- Office
- 2430 US HWY 27, Ste. 330-203, Clermont, FL 34747
- Registration
- Investment adviser registration
- In the industry since
- November 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myfmsa.com
Where does Michael Sloan work?
Michael Sloan is an investment adviser representative registered through Financial Management Services of America LLC. since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michael Sloan a financial advisor?
Yes. Michael Sloan has a current investment-adviser registration in Florida, through Financial Management Services of America since December 2024.
How many years of experience does Michael Sloan have?
Michael Sloan has 14 years in the financial industry, since November 2011, across 12 adviser firms.
What exams has Michael Sloan passed?
Michael Sloan has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 65. The earliest, the Series 6, was passed in November 1985.
Where did Michael Sloan work before Financial Management Services of America?
Before Financial Management Services of America, Michael Sloan was registered through Portfolio Medics, LLC, November 2020 to October 2024; Elite Investment Team LLC, October 2019 to June 2020; Change Path LLC, February 2019 to June 2019; Brookstone Capital Management LLC, November 2017 to April 2018; Horter Investment Management, LLC, January 2017 to January 2017; Patriot Investment Advisors, LLC, June 2015 to November 2016; Keystone Capital Corporation, March 2014 to November 2014; Regal Investment Advisors LLC, February 2014 to March 2014; Multi-Financial Securities Corporation, April 2006 to June 2009; Usallianz Securities, Inc., January 2005 to May 2005; Hornor, Townsend & Kent, Inc., August 2002 to August 2004.
Where is Michael Sloan based?
Michael Sloan’s registered office is in Clermont, FL.
Is Michael Sloan registered with FINRA?
No. Michael Sloan has no current broker registration.
How can I verify Michael Sloan’s record?
Search CRD 1430910 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Sloan’s full registration record.