seller-profile

Michael Cammarata

MSA Financial

25 Braintree Hill Park, Suite 205

Braintree, MA 02184

781-843-3500

Connect with Michael

General Information

Firm Start Year

1997

No.of Employees

10-19

CRD#

4846748

Firm CRD#

107768

Name of Broker/Dealer

Securities America

Name of Custodial Firm

Fidelity Investments

States Licensed in

MA

Years of Experience in Financial Services

14

Number of Years with Current Firm

14

Work Experience

MSA Financial - August 2004-Present

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Portfolio Management, Financial Advice & Consulting, Retirement Planning

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 7, Series 66, Series 63

Insurance and Annuity Licenses

Disability, Accident, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients

1500

Firm's Number of Planning Clients

1500

Firm's Number of Managed Clients

100+

Assets Managed by Firm

$550,000,000

Advisor's Number of Clients

150

Advisor's Number of Managed Clients

150

Advisor's Number of Planning Clients

150

Assets Managed by Advisor

$110,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

250000

Compensation Methods

Commissions

Fee % Based on Assets

1.00

Hourly Rate

$250

Flat Fee Rate

$1,800

Additional Details on Charges

Each client is different and a initial consultation is needed to figure out compensation structure

Minimum Fee Charged for Hourly Planning Accounts

$250

Education

Bachelors - Financial Economics

St. Anselm College
09/2000 - 05/2004

Disclosures

Please see my website for additional information and disclosure. www.msaplan.com

Disclaimer

Please see my website for additional information and disclosure. www.msaplan.com https://brokercheck.finra.org/