Financial Services Institute (FSI) Employee Directory

Financial ServicesDistrict of Columbia, United States51-200 Employees

The Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms.

At FSI, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members – the independent financial services firms and independent financial advisors who provide affordable, unbiased advice to hard-working Main Street Americans.

FSI’s total concentration on advocacy in Washington, D.C. and throughout the United States delivers the highest possible return on investment for our members. 

Our vision is that all individuals, regardless of their level of wealth, have access to competent and affordable financial advice, products and services delivered through an independent financial advisor affiliated with an independent financial services firm. Our strategy supports our mission and vision through robust involvement in FINRA governance, vigorous engagement in the electoral and regulatory process and effective influence on the legislative process.

Find Financial Services Institute (FSI) employees' phone numbers or email addresses

Financial Services Institute (FSI) Global Highlights

Location
Employees

North America
72

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  • United States Of America
    70
  • Canada
    2

Africa
12

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  • South Africa
    4
  • Nigeria
    3
  • Mauritius
    2
  • Zambia
    1
  • Egypt
    1
  • Benin
    1

Asia
8

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  • Bangladesh
    1
  • Tajikistan
    1
  • Malaysia
    1
  • India
    1
  • Philippines
    1
  • Japan
    1
  • Nepal
    1
  • Pakistan
    1

Europe
3

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  • Germany
    2
  • United Kingdom Of Great Britain And Northern Ireland
    1

Financial Services Institute (FSI)'s Leadership

  • Stylized image of a person
    A. H.
    Vice President Of Regulatory Affairs And Deputy General Counsel
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  • Stylized image of a person
    D. B.
    President & Ceo
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  • Stylized image of a person
    M. S.
    President
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  • Stylized image of a person
    B. S.
    Owner
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  • Stylized image of a person
    D. B.
    Executive Vice President & General Counsel
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  • Stylized image of a person
    A. K. M.
    Vice President, Marketing & Communications
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  • Stylized image of a person
    K. A.
    Senior Vice President, Growth And Strategic Partnerships
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  • Stylized image of a person
    M. L.
    Associate Vice President, Political Engagement
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Financial Services Institute (FSI) Employee Metrics

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2026
2025
  • Banking
  • Entrepreneurship
  • Business
  • Legal
  • Community & Social Services
  • Other

Contact profiles from Financial Services Institute (FSI)

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. B.
    President & Ceo
    Phone icon
    United StatesDistrict of Columbia
    Feb 11, 2026
  • Stylized image of a person
    B. S.
    Owner
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    United StatesMichigan
    Nov 18, 2025
  • Stylized image of a person
    M. S.
    President
    Phone icon
    United StatesMichigan
    Nov 18, 2025
  • Stylized image of a person
    D. B.
    Executive Vice President & General Counsel
    Phone icon
    United StatesVirginia
    Feb 06, 2026
  • Stylized image of a person
    A. K. M.
    Vice President, Marketing & Communications
    Phone icon
    Feb 10, 2026
  • Stylized image of a person
    K. A.
    Senior Vice President, Growth And Strategic Partnerships
    Phone icon
    United StatesGeorgia
    Feb 10, 2026
  • Stylized image of a person
    M. L.
    Associate Vice President, Political Engagement
    Phone icon
    United StatesDistrict of Columbia
    Feb 06, 2026
  • Stylized image of a person
    R. B.
    Vice President, Federal Regulatory Affairs And Senior Counsel
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    Apr 08, 2025
  • Stylized image of a person
    R. O.
    Senior Vice President, Policy & Deputy General Counsel
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    United StatesDistrict of Columbia
    Aug 09, 2025
  • Stylized image of a person
    J. B.
    Controller & Vp, Operations
    Phone icon
    United StatesVirginia
    Feb 10, 2026

Frequently Asked Questions

What is Financial Services Institute (FSI) known for?

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Financial Services Institute (FSI) was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 1201 Pennsylvania Avenue Northwest Suite 700 Washington, District of Columbia 20004 United States; you can contact the main corporate office by phone at . Explore Financial Services Institute (FSI)'s company overview page for more information.

What is Financial Services Institute (FSI)'s most common email format?

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Financial Services Institute (FSI) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Services Institute (FSI) email formats with LeadIQ.

How many employees does Financial Services Institute (FSI) have currently?

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Financial Services Institute (FSI) has approximately 62 employees as of February 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are Financial Services Institute (FSI)'s key employees and leadership?

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As of February 2026, Financial Services Institute (FSI)'s key employees include:

  • Vice President Of Regulatory Affairs And Deputy General Counsel: A. H.
  • President & Ceo: D. B.
  • President: M. S.
  • Owner: B. S.
  • Executive Vice President & General Counsel: D. B.

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