MS FINANCIAL SERVICES, LLC

MS FINANCIAL SERVICES, LLC of READING, MA is an SEC-registered investment adviser (CRD 166496). Regulatory assets under management: $45.0M.

Registration

• CRD: 166496
• Type: Registered investment adviser
• Location: 131 MAIN STREET, READING, MA, 01867
• Phone: (781) 944-4960
• Latest filing: 2026-02-11
• Regulatory AUM: $45.0M
• Discretionary AUM: $45.0M
• Clients: 1
• Accounts: 173

Business model

Compensation: % of AUM.

Clients served: 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 166496 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search