MSM ADVISORY, LLC

MSM ADVISORY, LLC is an SEC-registered investment adviser (CRD 283032). Regulatory assets under management: $2.4M.

Registration

• CRD: 283032
• Type: Registered investment adviser
• Phone: (945-949-2421
• Latest filing: 2026-03-31
• Regulatory AUM: $2.4M
• Non-discretionary AUM: $2.4M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Hourly, Fixed.

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 283032 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search