SUCCESSFUL MONEY STRATEGIES INC
CRD #109829 SEC #801-43656 FALL RIVER, MA (508) 730-2300
SEC Registered
Total AUM
$199.1M
Discretionary
$199.1M
Employees
3
Clients
101
Accounts
725
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| O'KEEFE, DENNIS JUDE | DE | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| O'KEEFE, DENNIS JUDE | DE | PRESIDENT | E | Control |
| O'KEEFE, DENNIS, JUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| O'KEEFE, DENNIS, JUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| O'KEEFE, DENNIS, JUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| O'KEEFE, DENNIS, JUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| O'KEEFE, DENNIS, JUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| O'KEEFE, DENNIS, JUDE | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHEIF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHEIF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHEIF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| OKEEFE, DENNIS, JUDE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 29, 2025 REGISTERED
Notice Filings (8)
CT FL MA NH NY RI SC TX
Address
10 NORTH MAIN STREETFALL RIVER, MA 02720
United States
Phone: (508) 730-2300