# SUCCESSFUL MONEY STRATEGIES INC

SUCCESSFUL MONEY STRATEGIES INC of FALL RIVER, MA is an SEC-registered investment adviser.

## Registration

- CRD: 109829
- Type: SEC-registered investment adviser
- SEC file number: 801-43656
- Location: 10 NORTH MAIN STREET, FALL RIVER, MA, 02720
- Phone: (508) 730-2300
- Latest filing: 2026-03-10
- Regulatory AUM: $227.1M
- Discretionary AUM: $227.1M
- Clients: 3
- Accounts: 791

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Dennis Jude O'Keefe | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| OKEEFE DENNIS JUDE | PRESIDENT/ CHEIF COMPLIANCE OFFICER; PRESIDENT/ CHIEF COMPLIANCE OFFICER | — |
| O'KEEFE DENNIS JUDE | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109829/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109829/similar
- Related entities: https://search.stillhousedata.com/firm/109829/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109829

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.