Money Strategies Inc.
Money Strategies Inc. (CRD# 106363) is a financial advisory firm headquartered in Melbourne, FL. They manage $17,000,000 in 118 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts118ACCOUNTS
Average Account Value$144,068
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
James Farrish (CRD# 1402773) is an Investment Advisor Representative working at Money Strategies Inc. in Melbourne, FL and has over 32 years of experience in the finance industry.
Jerry McCoy (CRD# 326133) is an Investment Advisor Representative working at Money Strategies Inc. in West Melbourne, FL and has over 21 years of experience in the finance industry.