Patricia McDonnell (CRD# 4643557) is an Investment Advisor Representative working at Msm Financial Strategies in Manhasset, NY and has over 19 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Msm Financial Strategies | Manhasset, NY | Jan 1997 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2004 |
- NY
-
Total Assets Under Management31MILLIONS
-
Total Number of Accounts91ACCOUNTS
-
Average Account Value$343,571
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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