Ms Financial Services, LLC

Ms Financial Services, LLC (CRD# 166496) is a financial advisory firm headquartered in Reading, MA. They manage $28,000,000 in 108 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
131 Main Street, Reading, MA 01867
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $259,259
Compensation Options
  • A percentage of assets under your management
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.

MA

Financial Advisors at Ms Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Newton Spurr, financial advisor Reading MA
Newton M. Spurr
CRD#: 3130177
131 Main Street, Reading, MA 01867

Newton Spurr (CRD# 3130177) is an Investment Advisor Representative working at Ms Financial Services, LLC in Reading, MA and has over 25 years 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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