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
  • Nepal
    1
  • Pakistan
    1
  • Japan
    1

Europe
4

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

Financial Services Institute (FSI)'s Leadership

  • Stylized image of a person
    C. O.
    Vice President Finance
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    A. H.
    Vice President Of Regulatory Affairs And Deputy General Counsel
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    D. B.
    President & Ceo
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    M. S.
    President
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    J. R. R.
    2012 Board Chairman
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    B. S.
    Owner
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    D. B.
    Executive Vice President & General Counsel
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    A. K. M.
    Avp, Marketing & Communications
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Contact profiles from Financial Services Institute (FSI)

Name
Title
Contact Info
Location
Last Update
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    M. C.
    Director Of State Legislative Affairs
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    United StatesDistrict of Columbia
    Aug 30, 2024
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    S. F.
    Marketing & Communications Manager
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    United StatesSouth Carolina
    Dec 08, 2025
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    F. S.
    Item Processing Operations Manager
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    United StatesNew Jersey
    Nov 18, 2025
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    J. B.
    Senior Meetings Manager
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    United StatesMaryland
    Feb 05, 2024
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    L. F.
    Account Manager
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    United States
    May 08, 2024
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    M. W.
    Service Manager
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    United StatesMichigan
    Oct 21, 2024
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    R. B.
    Online Communications Manager
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    United StatesDistrict of Columbia
    Nov 18, 2025
  • Stylized image of a person
    C. S.
    Sr Client Associate
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    United StatesNew Jersey
    Oct 22, 2025
  • Stylized image of a person
    G. B.
    Board Member At Financial Services Institute
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    United StatesMissouri
    Nov 18, 2025
  • Stylized image of a person
    M. F.
    Regulatory Counsel
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    United StatesDistrict of Columbia
    Nov 18, 2025

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; 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 December 2025. 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 December 2025, Financial Services Institute (FSI)'s key employees include:

  • Vice President Finance: C. O.
  • Vice President Of Regulatory Affairs And Deputy General Counsel: A. H.
  • President & Ceo: D. B.
  • President: M. S.
  • 2012 Board Chairman: J. R. R.

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