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Dennis Jude O'keefe

SUCCESSFUL MONEY STRATEGIES INC·FALL RIVER, Massachusetts
Unclaimed Profile
10 NORTH MAIN STREET, FALL RIVER, MA 02720CRD# 2217691Firm CRD# 109829
01

About

Dennis Jude O'keefe is a registered financial advisor based in FALL RIVER, Massachusetts, affiliated with SUCCESSFUL MONEY STRATEGIES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SUCCESSFUL MONEY STRATEGIES INC
SUCCESSFUL MONEY STRATEGIES INC
AUM
$175M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SUCCESSFUL MONEY STRATEGIES INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2217691
Firm CRD# 109829
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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