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SUCCESSFUL MONEY STRATEGIES INC

FALL RIVER, MA · CRD 109829 · IAPD ↗ · (508) 730-2300

$227.1MRegulatory AUM
1Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
September 2024 — SUCCESSFUL MONEY STRATEGIES INC notice-filed in NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.