CRD: 109829
Successful Money Strategies INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-12-1993
- Office Locations
- 1
Office Locations
About Successful Money Strategies INC
Successful Money Strategies helps individuals and families plan for and live through retirement, with a niche focus on telecom employees and retirees (including Verizon). The firm builds a retirement roadmap and supports implementation, drawing on planning, portfolio construction, tax and estate considerations, and insurance/annuity solutions when appropriate. Independent RIA led by CFP Dennis Jude O’Keefe; custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DENNIS JUDE O'KEEFE
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #2217691
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $227,105,725 | $287,112 |
| Non-Discretionary | $0 | -- |
| Total | $227,105,725 | $287,112 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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