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Tiffany Grayson-Tauzin, portrait

Tiffany Grayson-Tauzin

Investment adviser representative at Financial Management Services of America

Investment adviser registrationUpdated

Tiffany Grayson-Tauzin is an investment adviser representative at Financial Management Services of America LLC., a investment adviser managing $216M. Tiffany Grayson-Tauzin has been registered through Financial Management Services of America since 8 October 2015, has 18 years in the industry across 4 firms and has passed the Series 7, Series 63 and Series 65.

18
Years in industry
11
Years at firm
4
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Tiffany Grayson-Tauzin has been an investment adviser representative at Financial Management Services of America since October 2015, and is not listed among the firm’s executive officers or direct owners. Tiffany Grayson-Tauzin holds a Bachelor's degree in Business Administration from the University of Louisiana at Lafayette.

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.

Tiffany N. Grayson-Tauzin is a member of the team at Financial Management Services of America. She has 15 years of experience in the financial service industry and works with individuals, families and small businesses on their financial goals. Her main focus includes personal financial planning and retirement planning.

Tiffany Grayson-Tauzin’s longest registration is the current one, 11 years at Financial Management Services of America since 2015. Before joining Financial Management Services of America in 2015, Tiffany Grayson-Tauzin was registered through J.P. Morgan Securities LLC and Chase Investment Services Corp.

  1. FmsaCurrent
    – present · 11 years
    Adviser representative · Firm CRD 154136
  2. J.P. Morgan Securities LLC
    – · 3 years
    Lafayette, LA · Adviser representative · Firm CRD 79
  3. Chase Investment Services Corp.
    – · 3 years
    Lafayette, LA · Adviser representative · Firm CRD 25574
  4. Cambridge Investment Research Advisors, Inc.
    – · under a year
    Lafayette, LA · Adviser representative · Firm CRD 134139

Credentials and registrations

Investment adviser representative registrations

Tiffany Grayson-Tauzin is registered as an investment adviser representative in Louisiana, since October 2015.

  • LouisianaSince 8 October 2015

Examinations

SIECredited
Name
Securities Industry Essentials Examination
Series 653 February 2009
Name
Uniform Investment Adviser Law Examination
Series 6314 December 2007
Name
Uniform Securities Agent State Law Examination
Series 723 June 2006
Name
General Securities Representative Examination

Key facts

Full name
Tiffany Nichole Grayson-Tauzin
CRD
4980717
Registration
Investment adviser registration
In the industry since
March 2008
Disciplinary history
Not yet shown here · SEC record
Firm bio
myfmsa.com

Common questions

Where does Tiffany Grayson-Tauzin work?

Tiffany Grayson-Tauzin is an investment adviser representative registered through Financial Management Services of America LLC. since October 2015, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Tiffany Grayson-Tauzin a financial advisor?

Yes. Tiffany Grayson-Tauzin has a current investment-adviser registration in Louisiana, through Financial Management Services of America since October 2015.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Tiffany Grayson-Tauzin have?

Tiffany Grayson-Tauzin has 18 years in the financial industry, since March 2008, across 4 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Tiffany Grayson-Tauzin passed?

Tiffany Grayson-Tauzin has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in June 2006. FINRA credited Tiffany Grayson-Tauzin with the SIE, which began in October 2018.

Source: IAPD individual record, checked 22 October 2026

Where did Tiffany Grayson-Tauzin work before Financial Management Services of America?

Before Financial Management Services of America, Tiffany Grayson-Tauzin was registered through J.P. Morgan Securities LLC, October 2012 to October 2015; Chase Investment Services Corp., February 2009 to October 2012; Cambridge Investment Research Advisors, Inc., July 2006 to June 2007.

Source: IAPD individual record, checked 22 October 2026

Is Tiffany Grayson-Tauzin registered with FINRA?

No. Tiffany Grayson-Tauzin has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Tiffany Grayson-Tauzin’s record?

Search CRD 4980717 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Tiffany Grayson-Tauzin’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Financial Management Services of America

Sources

  1. IAPD individual record, CRD 4980717, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Financial Management Services of America LLC., filed 25 September 2026. Executive officers and direct owners; this person is not among them.
  3. Financial Management Services of America team page. Biography, education, credentials, awards and the portrait, reproduced for identification.