Successful Money Strategies Inc.
Successful Money Strategies Inc. (CRD# 109829) is a financial advisory firm headquartered in Fall River, MA. They manage $174,946,000 in 695 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management175MILLION
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Total Number of Accounts695ACCOUNTS
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Average Account Value$251,721
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NH, RI, SC
Financial Advisors at Successful Money Strategies Inc.
1
Dennis O'keefe (CRD# 2217691) is an Investment Advisor Representative working at Successful Money Strategies Inc. in Fall River, MA and has over 32 years of experience in the finance industry.
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