Broker Check


Financial Management Strategies, LLC (FMS) is a Registered Investment Advisory firm in the State of Maryland, providing its advisory services to both institutions and individuals.  

Walid Petiri is the owner of Financial Management Strategies, LLC (FMS), a Registered Investment Advisor established in 2000. He has over two decades of financial experience that covers virtually all areas of finance, from tax, insurance, stockbroker, personal financial planning, and personal banking to corporate credit, business planning, and consumer lending. In 2017 FMS Institutional Services was launched, and he leads the institutional consulting services delivered that include: investment policy preparation, asset allocation, manager search, due diligence and selection, and the design and implementation of diverse and emerging manager programs.

He is a graduate of New Jersey’s Montclair State University with a degree in both business management and finance. Mr. Petiri is a recipient of the Accredited Asset Management Specialist designation from the College of Financial Planning in Denver, Colorado. He has completed the education requirement for CIMA® certification at Yale School of Management.

Mr. Petiri has frequently been heard on WEAA (88.9 FM) as a financial commentator, appeared on WMAR-TV 2 regarding the 2008 & 2009 economic downturn. Mr. Petiri has been interviewed and quoted by CNBC, the Investment News magazine and, written for the Journal of Personal Finance, The Register, Popular Finance (of China), Minority Enterprise Advocate Magazine, The Wall Street Journal, Aging News Alert,,,, Wall Street CheatSheet and publishes a monthly financial advice column called the Foresight.

Walid was featured in SmartCEO Magazine - Baltimore for the 2012 Top Money Managers Wealth Management. A member of Bethel African Methodist Episcopal Church, he is a devoted parent to his son and daughter. Walid serves on the Board of Directors for the Reginald F. Lewis Museum, has Chaired the Investment Committee, and previously served on the Finance Committee of Associated Black Charities. He is also a Board Director for National Center on Institutions and Alternatives.