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James Alexander Farrish

MONEY STRATEGIES INC·ROCKLEDGE, Florida
Series 7, Series 24, Series 63Clean record33 years registeredMONEY STRATEGIES INC
7145 TURNER ROAD, ROCKLEDGE, FL 32955CRD# 1402773Firm CRD# 106363

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Alexander Farrish · ROCKLEDGE, FL
Registration
CRD #1402773 · MONEY STRATEGIES INC · 33 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MONEY STRATEGIES INC
MONEY STRATEGIES INC
Jan 1993 – Mar 2023
MELBOURNE, FL
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Registration record
First registered · January 22, 1993
Years registered · 33
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MONEY STRATEGIES INC
CRD 106363 · SEC 801-41282
AUM
$35M
Regulatory assets under management
Employees
3
173 client accounts
Services offered by MONEY STRATEGIES INC
Per Form ADV
Portfolio management (individuals)
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
Nonprofits & Foundations
View all advisors at MONEY STRATEGIES INC →
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05

Frequently Asked Questions

What services does James Alexander Farrish offer?
James Alexander Farrish specializes in Investment Management.
What are James Alexander Farrish's credentials?
James Alexander Farrish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Alexander Farrish located?
James Alexander Farrish is based in ROCKLEDGE, Florida, last registered with MONEY STRATEGIES INC.
How does James Alexander Farrish charge for services?
James Alexander Farrish's firm is compensated through percentage of aum, hourly charges, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONEY STRATEGIES INC?
MONEY STRATEGIES INC has approximately 3 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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