AdvisorOS Directory
Claim Profile
Unclaimed Profile
JS

Jeremy Brian Szuch

MSA ADVISORS, LLC·SANTA MONICA, California
Series 14Clean recordMSA ADVISORS, LLC
3110 MAIN STREET, SANTA MONICA, CA 90405CRD# 5554734Firm CRD# 305170

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeremy Brian Szuch · SANTA MONICA, CA
Registration
CRD #5554734 · MSA ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 14
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MSA ADVISORS, LLC
CRD 305170 · SEC 801-117239
AUM
$8.1B
Regulatory assets under management
Employees
26
116 client accounts
Services offered by MSA ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at MSA ADVISORS, LLC →
Introduction

Speak with Jeremy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeremy is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SANTA MONICA?

Browse all registered financial advisors in SANTA MONICA, California or claim this profile if it's yours.

Browse SANTA MONICA AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Jeremy Brian Szuch offer?
Jeremy Brian Szuch specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.
What are Jeremy Brian Szuch's credentials?
Jeremy Brian Szuch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeremy Brian Szuch located?
Jeremy Brian Szuch is based in SANTA MONICA, California, working with MSA ADVISORS, LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Jeremy Brian Szuch charge for services?
Jeremy Brian Szuch's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MSA ADVISORS, LLC?
MSA ADVISORS, LLC has approximately 26 employees and manages $8.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MSA ADVISORS, LLC

James Bertrum Potts
SANTA MONICA, CA
Christine Daniela Banian
SANTA MONICA, CA
Christopher Mark Fillo
SANTA MONICA, CA
Paul David Wachter
SANTA MONICA, CA

More Advisors in SANTA MONICA, California

Jeffrey Adam Jacobs
OCEAN AVENUE CAPITAL ADVISORS, INC.·SANTA MONICA, CA
Lawrence Ross Goodfriend
OCEAN AVENUE CAPITAL ADVISORS, INC.·SANTA MONICA, CA
Milton Rafael Balbuena
VII PEAKS CAPITAL LLC·SANTA MONICA, CA
Benjamin Asher Lincoln
REDWOOD HOLDINGS, LLC·SANTA MONICA, CA
Marc David Campbell
FIVE OCEANS ADVISORS LLC·SANTA MONICA, CA
Kelly Jayne Acheson
ABACUS WEALTH PARTNERS, LLC·SANTA MONICA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (951)LOS ANGELES (679)SAN DIEGO (421)NEWPORT BEACH (277)IRVINE (191)PASADENA (130)WALNUT CREEK (121)SANTA BARBARA (103)LA JOLLA (100)MENLO PARK (92)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuideNEWPORT BEACH GuideIRVINE Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile