Msa Financial
Braintree, MA·SEC-registered · CRD #107768
Msa Financial is an SEC-registered investment advisory firm in Braintree, MA managing $1.4B across 3.3k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
3.3k
Advisory staff
8
Fee model
Fee-based
How Msa Financial is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Msa Financial
How much does Msa Financial manage?
Per its most recent SEC Form ADV filing (06/18/2026), Msa Financial reports $1.4B in regulatory assets under management across roughly 3.3k client accounts.
How does Msa Financial charge?
Msa Financial is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Msa Financial a fiduciary?
Yes. Msa Financial is registered with the U.S. Securities and Exchange Commission (CRD #107768), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Msa Financial taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Msa Financial and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Braintree, MA
Profile compiled from Msa Financial's public SEC Form ADV filing (CRD #107768, filed 06/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Msa Financial. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Msa Financial? Claim this profile.