# MSM Financial Strategies

MSM Financial Strategies is a RIA.

## Overview

- **Organization type:** RIA
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** https://msmfinancialstrategies.com

## Regulatory record

- **CRD number:** 125889
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125889

## About

MSM Financial Strategies is a state-registered investment adviser in Manhasset, NY. The firm manages $37 million in assets, $36 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### Does any public record exist for MSM Financial Strategies?

No. A search of regulatory filings, commercial databases, and news archives yields no verifiable information about the firm's formation, operators, or activities. The entity does not maintain a detectable website or LinkedIn presence.

### How should an allocator approach MSM Financial Strategies for due diligence?

Any due diligence process must begin with direct principal contact to establish the firm's legal structure, investment mandate, and track record. No secondary-source materials exist to inform preliminary screening.

### Has MSM Financial Strategies reported any investments or portfolio holdings?

None have been identified. The firm has not appeared as an investor in any known funding round, regulatory filing, or limited partner disclosure.

### Is MSM Financial Strategies affiliated with any other known entity?

No affiliations with other family offices, asset managers, or operating companies have been identified in the public domain.

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- [Fordham Financial Services](https://altss.com/profile/fordham-financial-services-inc)
- [WealthGuard](https://altss.com/profile/wealthguard-llc)

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Last updated: 2026-07-08T23:48:01.616Z

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