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Patricia Ann Mcdonnell

Msm Financial Strategies

Manhasset, NY

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Current Employers
Msm Financial Strategies

1129 Northern Boulevard Suite 404, Manhasset, NY 11030 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-11-29
  • NY RA
    APPROVED
    Since 2021-11-29

Branch Locations

Manhasset, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Msm Financial Strategies Manhasset NY 01/1997 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-25
  • S65 Uniform Investment Adviser Law Examination
    2004-06-25

View on SEC IAPD

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