Ryan Zimmerman
MSA Financial · Braintree, Massachusetts
Ryan Zimmerman is a fee-only financial advisor at MSA Financial in Braintree, Massachusetts, who holds the CFP credential. MSA Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Ryan →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4690733 |
| Exams passed | Series 66 (2005) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.marinostram.com |
How Ryan's firm compares
- MSA Financial's average account is about $430,000, from its Form ADV (assets managed divided by 3,271 accounts).
Request an introduction to Ryan
Tell Ryan a little about what you're looking for. Ryan 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 Ryan
Is Ryan Zimmerman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan 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 Ryan charge for financial advice?
Ryan's firm, MSA Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Zimmerman based?
Ryan Zimmerman is based in Braintree, Massachusetts.
What credentials does Ryan Zimmerman hold?
Ryan Zimmerman holds the CFP credential.
Is Ryan Zimmerman registered with the SEC?
Yes. Ryan Zimmerman is registered as an investment adviser representative in MA (CRD 4690733), 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 Ryan Zimmerman?
Through Ryan'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.
See something wrong? Request a correction. Read our methodology.