Patricia McDonnell
MSM Financial Strategies · Manhasset, New York
Patricia McDonnell is a fee-only financial advisor at MSM Financial Strategies in Manhasset, New York. Patricia focuses on retirement planning. MSM Financial Strategies reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Patricia →
Specialties
Facts
| Firm | MSM Financial Strategies |
|---|---|
| Based in | Manhasset, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $37M across 87 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4643557 |
| Exams passed | Series 65 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.msmfinancialstrategies.com |
How Patricia's firm compares
- MSM Financial Strategies's average account is about $425,000, from its Form ADV (assets managed divided by 87 accounts).
Request an introduction to Patricia
Tell Patricia a little about what you're looking for. Patricia isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Patricia
Is Patricia McDonnell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and MSM Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia's firm, MSM Financial Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Patricia McDonnell based?
Patricia McDonnell is based in Manhasset, New York.
What does Patricia specialize in?
Patricia's specialties include retirement planning.
Is Patricia McDonnell registered with the SEC?
Yes. Patricia McDonnell is registered as an investment adviser representative in NY (CRD 4643557), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MSM Financial Strategies manage?
MSM Financial Strategies reports $37M across 87 accounts in assets under management.
How do I contact Patricia McDonnell?
Through Patricia's website, www.msmfinancialstrategies.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
- MSM Financial Strategies website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.