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Financial Security Advisory INC

Financial Security Advisory INC. CRD 110746

Financial Security Advisory INC logo

CRD: 110746

Financial Security Advisory INC

$1.7B Total AUM
$1.7B Disc. AUM
13.5% 3Y CAGR
43 Employees
3,141 ADV. Clients
29 yrs Firm Age

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Firm Details

Custodian
American Funds ยท Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Available
Established Date
05-15-1997
Office Locations
8

Office Locations

1 S. Coastal WAY Suite 101 Jupiter FL
11801 Cannon Blvd STE 200 Newport News VA
477 Viking DR Suite 305 VA Beach VA

About Financial Security Advisory INC

Founded in 1997, Financial Security Advisory is a Virginia-based team of financial planners and investment advisors serving individuals, families, and business owners with goal-based planning and investment strategy guidance. The firm uses analytical tools to build portfolios and primarily implements with mutual funds and ETFs. Multi-office practice supporting both retail and institutional relationships.

Team overview

53 AVG AGE
$40.5M AVG AUM / ADVISOR
$555.0K AVG AUM / CLIENT
15.3 yrs AVG TENURE
43 Employees
43 Advisory Reps
32 RIA Reps
29yrs Firm Age

Insights

Available
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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

GAYLE ELIZABETH BLACHURA

GAYLE ELIZABETH BLACHURA

Vice President

CRD
#2874363
Ownership
Less than 5%
Available
Available
Available
REGINALD CURTIS CORINALDI

REGINALD CURTIS CORINALDI

TREASURER

CRD
#1054108
Ownership
Less than 5%
Available
Available
Available

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Contacts

EUGENE JOSEPH CARRACINO

EUGENE JOSEPH CARRACINO

Financial Advisor

CRD
#2350978
Available
Available
Available
F

FREDERICK AUGUST CONTI

Financial Representative

CRD
#4122875
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-14-2022
10-19-2023
09-30-2024
09-29-2025
03-19-2026
Category Assets AVG. Account size
Discretionary $1,742,354,477 $557,197
Non-Discretionary $894,318 $63,880
Total $1,743,248,795 $554,998

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
U.S. Government/Agency Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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