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President and Chief Compliance Officer · Successful Money Strategies Inc

Dennis J. O'Keefe

CRD 2217691 · Named on Form ADV at one SEC-registered adviser

At a glance

Successful Money Strategies Inc, an SEC-registered wealth manager based in Fall River, MA with $227 million in regulatory assets, lists Dennis J. O'Keefe on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Dennis’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dennis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.