SUCCESSFUL MONEY STRATEGIES INC of FALL RIVER, MA is an SEC-registered investment adviser (CRD 109829). Regulatory assets under management: $227.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |