Ryan Alan Zimmerman
Investment adviser representative at Msa Financial
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Msa FinancialNov 2017 to now
- Marino Stram & AssociatesOct 2017 to now
- Securities America AdvisorsOct 2017 to Jun 2024
- Securities America, Inc.Oct 2017 to Jun 2024
- Raymond James & Associates, Inc.Sep 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MA).
Msa Financial
Legal name: Marino, Stram and Associates LLC
$1.4BAssets managed
1,338Clients
8Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4690733
- Firm CRD
- 107768