Money Strategies Inc.

Money Strategies Inc. (CRD# 106363) is a financial advisory firm headquartered in Melbourne, FL. They manage $25,500,000 in 144 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    144
    ACCOUNTS
  • Average Account Value
    $177,083
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

FL, TX

Financial Advisors at Money Strategies Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James A. Farrish
CRD#: 1402773
2101 South Waverly Place, Suite 200-a, Melbourne, FL 32901
93
Wealthminder
score

James Farrish (CRD# 1402773) is an Investment Advisor Representative working at Money Strategies Inc. in Melbourne, FL and has over 30 years of experience in the finance industry.

2
Jerry E. McCoy
CRD#: 326133
2901 West New Haven Avenue, Melbourne, FL 32904
83
Wealthminder
score

Jerry McCoy (CRD# 326133) is an Investment Advisor Representative working at Money Strategies Inc. in Melbourne, FL and has over 20 years of experience in the finance industry.

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