MSM Financial Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$35,300,000
Clients
33
Advisors
3
across 3 offices
About
MSM Financial Strategies is a state-registered investment adviser that provides discretionary and non-discretionary portfolio management, written financial planning, and consulting to individuals (including high-net-worth clients) and charitable organizations. The firm is partner-owned, manages about $34.4 million in client assets, and serves roughly 33 client relationships.
The firm typically emphasizes mutual funds in client portfolios but also recommends a broad range of securities when appropriate, using fundamental and cyclical analysis and a mix of long- and short-term strategies tailored to each client’s objectives and risk tolerance. Accounts are monitored on an ongoing basis and reviewed at least quarterly, with clients receiving custodial statements and quarterly analytical reports derived from Morningstar.
Distinctive features include a compact, partner-led structure in which three partners jointly supervise and review accounts, a long operating history dating to 1997, and the presence of a CFP-designated professional on the team. MSM participates in the Schwab Institutional program (Schwab is required for discretionary accounts), arranges fee debits through clients’ custodians, and generally does not vote proxies for client securities, instead advising clients to vote with management.
Client services
Expertise
Fee options
$0 - $100,000: 1.0% $100,001 - $200,000: 0.7% $200,001 - $300,000: 0.4% $300,001+: 0.2%
$250 per hour for Financial Planning and Consulting Services
Account minimum: Not explicitly stated; minimum account requirements differ among clients based on when they entered advisory relationship (grandfathered) Fee-only: Financial Planning and Consulting services charged at $250 per hour
Main office
See office1129 Northern Boulevard, Suite 404
Manhasset NY 11030
Advisors at this office
1
Offices (3)
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Patricia M
Series 65
Manhasset, NY
MSM Financial Strategies
Patricia Mcdonnell is a Series 65-licensed financial advisor with MSM Financial Strategies in Manhasset, NY. She has four years of industry experience and has been with MSM Financial Strategies since 1997. MSM Financial Strategies is a state-registered investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing mutual funds and a broad range of securities using fundamental and cyclical analysis tailored to client objectives.
Patricia S
CFP®
New Providence, NJ
MSM Financial Strategies
Patricia Scott is a CFP® professional with four years of industry experience, currently serving at MSM Financial Strategies in New Providence, NJ. She has been with MSM Financial Strategies since 1997, a firm where she works alongside two other partners. MSM Financial Strategies is a state-registered investment adviser that provides portfolio management, financial planning, and consulting to individuals, including high-net-worth clients, and charitable organizations. The firm employs a mix of fundamental and cyclical analysis, using both long- and short-term strategies tailored to client objectives and risk tolerance.
John M
CFP®
Manhasset, NY
MSM Financial Strategies
John Mcguire is a CFP® professional at MSM Financial Strategies with four years of industry experience. He has been with MSM Financial Strategies since 1997, a firm based in Bronxville, NY. MSM Financial Strategies is a partner-owned investment adviser serving individuals, including high-net-worth clients, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, emphasizing mutual funds alongside a broad range of securities using fundamental and cyclical analysis tailored to client objectives.
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