MSA Financial (Marino, Stram & Associates, LLC)
Financial Services • 
Braintree, Massachusetts, United States • 11-20 Employees
Company overview
| Headquarters | 25 Braintree Hill Park, Suite 303, Braintree, MA 02184, US |
| Phone number | +17818433500 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Comprehensive Financial Planning, Insurance Planning, Private Wealth Management, Education Planning, Retirement Planning, Investment Management |
| Founded | 1997 |
| Employees | 11-20 |
| Socials |
Key Contact at MSA Financial (Marino, Stram & Associates, LLC)
Denise Del Monaco
Director Of Compliance
MSA Financial (Marino, Stram & Associates, LLC) Email Formats
MSA Financial (Marino, Stram & Associates, LLC) uses 2 email formats. The most common is {first initial} (e.g., j@marinostram.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@marinostram.com | 100% |
About MSA Financial (Marino, Stram & Associates, LLC)
MSA Financial is an independent SEC-registered investment advisory firm providing comprehensive financial planning and asset management for individuals, families and business owners for clients in New England and around the country. We strive to assist our clients in all aspects of their financial lives, ultimately allowing them to make informed decisions and to pursue their goals with confidence. Paul Marino and Rick Stram originally co-founded MSA Financial (formerly Marino, Stram & Associates) as a way to provide independent and holistic advice designed to be in the best interest of our clients. Now 20 years later, the firm has offices in Braintree, Framingham and Sandwich, currently employ 18 talented professionals and manage more than $500 million in assets. We appreciate your interest in MSA and welcome you to follow us on LinkedIn. Investment Advisor Representatives offer financial advice through Marino, Stram & Associates, LLC. Registered Representatives offer securities through Securities America, Inc. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Marino, Stram & Associates, LLC and the Securities America companies are unaffiliated. Representatives of Securities America do not provide legal advice. Please consult a professional who is familiar with the laws of your state.
MSA Financial (Marino, Stram & Associates, LLC) revenue & valuation
| Annual revenue | $1,454,435 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
MSA Financial (Marino, Stram & Associates, LLC) has 9 employees across 4 departments.
Departments
Number of employees
Funding Data
MSA Financial (Marino, Stram & Associates, LLC) has never raised funding before.
MSA Financial (Marino, Stram & Associates, LLC) Tech Stack
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