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MSA FINANCIAL
MARINO, STRAM AND ASSOCIATES LLC
CRD 107768 · SEC 801-72425
25 BRAINTREE HILL OFFICE PARK, SUITE 303, BRAINTREE, MA, 02184, United States
Phone
781-843-3500
Fax
781-843-3530
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.41B
Discretionary AUM
$1.37B
Team
19 total employees; 8 advisory reps; 29 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 850 | $288.1M |
| High net worth individuals | 474 | $1.08B |
| Pension/profit sharing plans | 14 | $36.9M |
States served
VT, AZ, CA, ME, MD, MA, NJ, NY, NC, OH, PA, RI, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD