MSM FINANCIAL STRATEGIES

MSM FINANCIAL STRATEGIES of MANHASSET, NY is an SEC-registered investment adviser (CRD 125889). Regulatory assets under management: $37.0M.

Registration

• CRD: 125889
• Type: Registered investment adviser
• Location: 1129 NORTHERN BOULEVARD, MANHASSET, NY, 11030
• Phone: 516-595-2303
• Latest filing: 2026-03-23
• Regulatory AUM: $37.0M
• Discretionary AUM: $36.0M
• Non-discretionary AUM: $1.0M
• Clients: 3
• Accounts: 87

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125889 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search