Allison Leary
MSA Financial · Braintree, Massachusetts
Allison Leary is a fee-only financial advisor at MSA Financial in Braintree, Massachusetts. MSA Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | MSA Financial |
|---|---|
| Based in | Braintree, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.41B across 3,271 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5715061 |
| Exams passed | Series 66 (2016) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.marinostram.com |
How Allison's firm compares
- MSA Financial's average account is about $430,000, from its Form ADV (assets managed divided by 3,271 accounts).
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Questions about Allison
Is Allison Leary a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and MSA Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Allison charge for financial advice?
Allison's firm, MSA Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Allison Leary based?
Allison Leary is based in Braintree, Massachusetts.
Is Allison Leary registered with the SEC?
Yes. Allison Leary is registered as an investment adviser representative in MA (CRD 5715061), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MSA Financial manage?
MSA Financial reports $1.41B across 3,271 accounts in assets under management.
How do I contact Allison Leary?
Through Allison's website, www.marinostram.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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