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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Delta harborRidge
- Established Date
- 03-16-1998
- Office Locations
- 1
Office Locations
About MSA Financial
MSA Financial is an SEC-registered, independent RIA providing financial planning and personalized portfolio management for individuals, families, business owners, and organizations in New England and nationwide. Founded in 1997, the firm emphasizes fiduciary advice, risk-aware portfolio construction, and retirement income planning, with additional capabilities in tax, insurance, estate and education planning. Notable specialty: corporate executive services for equity compensation, including 10b5-1 plans and concentrated stock strategies.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
PAUL M. MARINO
Financial Advisor, MANAGING DIRECTOR
- CRD
- #1919298
- Ownership
- 25% but less than 50%
RICHARD ERIC STRAM
Chief Compliance Officer, Financial Advisor, MANAGING DIRECTOR, Principal
- CRD
- #1705331
- Ownership
- 25% but less than 50%
Insight momentum
Capital insight meridian
- CRD
- #35649
- Ownership
- 6.5%
Showing 2 of 4 owners & executives
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DENISE ELIZABETH DEL MONACO
Director Of Compliance
- CRD
- #4856130
ALLISON ELIZABETH LEARY
--
- CRD
- #5715061
Zenith focus
Timber optima
- CRD
- #78887
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,369,556,618 | $421,143 |
| Non-Discretionary | $35,770,601 | $1,882,663 |
| Total | $1,405,327,219 | $429,632 |
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Separately Managed Accounts
Total SMA Asset: $1,405,327,219
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $630,954,141 | 29.9% |
| Equity - Exchange | $295,430,032 | 14.0% |
| Cash | $303,870,890 | 14.4% |
| Municipal Bonds | $879,959,454 | 41.7% |
| Total | $2,110,214,517 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL PRIME | NORTH MOMENTUM | HD767CV6U | XBVS | 9.61% | $99,433,326 |
| WAVE ALPHA | TIMBER OPTIMA | HQVNEIV7Y | NXYUY | 12.39% | $56,534,773 |
| EMBER VALUE | QUANTUM CAPITAL | AF5PW9811 | AWL | 8.18% | $34,732,314 |
| LEGACY QUANTUM | PATHWAY FRONTIER | JM6ZHFDNG | NNRF | 5.42% | $21,109,023 |
| BRIDGE EAGLE CAPITAL | LEGACY HARBOR | I5L0LI5JR | JIZEZ | 7.36% | $72,643,707 |
| OAK PIONEER | NORTH MOMENTUM | XDB7L86EZ | BSIW | 3.57% | $28,506,863 |
| RIDGE LEGACY HORIZON | QUANTUM VERTEX | F7IIF9B9N | AOIHY | 9.92% | $4,284,250 |
| CAPITAL FRONTIER | HORIZON DELTA | 1F9E37YHO | RDGE | 8.25% | $88,863,827 |