Allison Elizabeth Leary
Investment adviser representative at Msa Financial
10 yearsExperience
1 stateRegistered in
$1.4BFirm assets
15 yearsFirm in business
Are you Allison Elizabeth Leary? Claim your profile
Contact this firm
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.
- Msa FinancialMar 2020 to now
- Marino Stram & AssociatesMar 2020 to now
- Osaic Wealth, Inc.Jun 2024 to May 2025
- Securities America IncMar 2020 to Jun 2024
- Morgan Stanley Private Bank, National AssociationJan 2016 to Mar 2020
- Morgan StanleyNov 2015 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 5715061
- Firm CRD
- 107768