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Dennis Jude O'keefe

SUCCESSFUL MONEY STRATEGIES INC·FALL RIVER, Massachusetts
Series 7, Series 63, Series 65Clean record21 years registeredSUCCESSFUL MONEY STRATEGIES INC
10 NORTH MAIN STREET, FALL RIVER, MA 02720CRD# 2217691Firm CRD# 109829

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Dennis Jude O'keefe · FALL RIVER, MA
Registration
CRD #2217691 · SUCCESSFUL MONEY STRATEGIES INC · 21 years registered
Brand Profile
Not yet started
01

Career History

SUCCESSFUL MONEY STRATEGIES INC
Oct 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · October 26, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SUCCESSFUL MONEY STRATEGIES INC
CRD 109829 · SEC 801-43656
AUM
$175M
Regulatory assets under management
Employees
3
695 client accounts
Services offered by SUCCESSFUL MONEY STRATEGIES INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SUCCESSFUL MONEY STRATEGIES INC →
Introduction

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05

Frequently Asked Questions

What services does Dennis Jude O'keefe offer?
Dennis Jude O'keefe specializes in Financial Planning, Investment Management. Contact their office in FALL RIVER, Massachusetts for a consultation.
What are Dennis Jude O'keefe's credentials?
Dennis Jude O'keefe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Dennis Jude O'keefe located?
Dennis Jude O'keefe is based in FALL RIVER, Massachusetts, working with SUCCESSFUL MONEY STRATEGIES INC. Their office serves clients in the FALL RIVER metropolitan area and surrounding communities.
How does Dennis Jude O'keefe charge for services?
Dennis Jude O'keefe's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUCCESSFUL MONEY STRATEGIES INC?
SUCCESSFUL MONEY STRATEGIES INC has approximately 3 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
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