MSI FINANCIAL SERVICES, INC.

SPRINGFIELD, Massachusetts·12 registered advisors·CRD# 14251
SEC# 801-22306800-638-8378
01

Firm Overview

AUM
$13.8B
Regulatory assets under management
Employees
8508
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MSI FINANCIAL SERVICES, INC.

12 registered advisors
Amy Francella
SPRINGFIELD, Massachusetts
Andre Theodore Carrier
NEW YORK, New York
Anthony Jay Nugent
NEW YORK, New York
Bruce Carter Frisbie
SPRINGFIELD, Massachusetts
John Gregory Martinez
SPRINGFIELD, Massachusetts
Marc Allan Cohn
SPRINGFIELD, Massachusetts
Maria Morris
NEW YORK, New York
Myles Joseph Lambert
NEW YORK, New York
Sean Andrew Murphy
NEW YORK, New York
Steven Charles Day
NEW YORK, New York
Thomas George Jr Hogan
NEW YORK, New York
Tina Marie Honkus
NEW YORK, New York
05

Office Locations

NEW YORK, New York
8 advisors
SPRINGFIELD, Massachusetts
4 advisors

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Data sourced from SEC Form ADV filings. MSI FINANCIAL SERVICES, INC. (CRD# 14251) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.