Msa Financial

Msa Financial (CRD# 107768) is a financial advisory firm headquartered in Braintree, MA. They manage $337,731,209 in 1,773 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    338
    MILLION
  • Total Number of Accounts
    1,773
    ACCOUNTS
  • Average Account Value
    $190,486
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NE, NH, NJ, NY, RI, TX, VA

Financial Advisors at Msa Financial
Showing 1 - 9 of 9 top financial advisors.
1
Pamela J. Cunningham
CRD#: 5462161
25 Braintree Hill Office Park, Suite 205, Braintree, MA 02184
96
Wealthminder
score

Pamela Cunningham (CRD# 5462161) is an Investment Advisor Representative working at Msa Financial in Braintree, MA and has over 9 years of experience in the finance industry. Pamela Cunningham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul M. Marino
CRD#: 1919298
25 Braintree Hill Office Park, Suite 205, Braintree, MA 02184
96
Wealthminder
score

Paul Marino (CRD# 1919298) is an Investment Advisor Representative working at Msa Financial in Braintree, MA and has over 29 years of experience in the finance industry. Paul Marino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Richard E. Stram
CRD#: 1705331
25 Braintree Hill Park, Ste 205, Braintree, MA 02184
96
Wealthminder
score

Richard Stram (CRD# 1705331) is an Investment Advisor Representative working at Msa Financial in Braintree, MA and has over 30 years of experience in the finance industry. Richard Stram has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Ryan A. Zimmerman
CRD#: 4690733
25 Braintree Hill Park, Suite 205, Braintree, MA 02184
96
Wealthminder
score

Ryan Zimmerman (CRD# 4690733) is an Investment Advisor Representative working at Msa Financial in Braintree, MA and has over 13 years of experience in the finance industry. Ryan Zimmerman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Michael P. Cammarata
CRD#: 4846748
25 Braintree Hill Office Park, Suite 205, Braintree, MA 02184
93
Wealthminder
score

Michael Cammarata (CRD# 4846748) is an Investment Advisor Representative working at Msa Financial in Braintree, MA and has over 13 years of experience in the finance industry.

6
Denise E. Del Monaco
CRD#: 4856130
25 Braintree Hill Office Park, Suite 205, Braintree, MA 02184
93
Wealthminder
score

Denise Del Monaco (CRD# 4856130) is an Investment Advisor Representative working at Msa Financial in Braintree, MA and has over 13 years of experience in the finance industry.

7
Robert P. Roy
CRD#: 1528646
25 Braintree Hill Office Park, Suite 205, Braintree, MA 02184
93
Wealthminder
score

Robert Roy (CRD# 1528646) is an Investment Advisor Representative working at Msa Financial in Braintree, MA and has over 31 years of experience in the finance industry.

8
Brandon Roy
CRD#: 6696190
25 Braintree Hill Park, #205, Braintree, MA 02184
89
Wealthminder
score

Brandon Roy (CRD# 6696190) is an Investment Advisor Representative working at Msa Financial in Braintree, MA and has over 2 years of experience in the finance industry.

9
James D. Silver
CRD#: 423961
25 Braintree Hill Office Park, Suite 205, Braintree, MA 02184
86
Wealthminder
score

James Silver (CRD# 423961) is an Investment Advisor Representative working at Msa Financial in Braintree, MA and has over 35 years of experience in the finance industry.

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