Msm Financial Strategies

Msm Financial Strategies (CRD# 125889) is a financial advisory firm headquartered in Manhasset, NY. They manage $31,265,000 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1129 Northern Boulevard, Suite 404, Manhasset, NY 11030
http://www.msmfinancialstrategies.com
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $343,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Msm Financial Strategies
Showing 1 - 3 of 3 top financial advisors.
1
Patricia McDonnell, financial advisor Manhasset NY
Patricia A. McDonnell
CRD#: 4643557
Manhasset, NY

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.

2
John McGuire, financial advisor Manhasset NY
John A. McGuire
CRD#: 4643530
1129 Northern Boulevard, Suite 404, Manhasset, NY 11030

John McGuire (CRD# 4643530) is an Investment Advisor Representative working at Msm Financial Strategies in Manhasset, NY and has 1 year of experience in the finance industry.

3
Patricia Scott, financial advisor New Providence NJ
Patricia C. Scott
CRD#: 2077284
180 South Street, New Providence, NJ 07974

Patricia Scott (CRD# 2077284) is an Investment Advisor Representative working at Msm Financial Strategies in New Providence, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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