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Pamela J. Cunningham

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CRD#: 5462161
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Pamela Jane Cunningham, who also goes by Pam Cunningham, Pamela J. Haury, was a registered financial professional .

Pamela is a previously registered financial professional and started their career in finance in 2008. Pamela had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Pam Cunningham | Pamela J. Haury

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 14, 2011 - December 31, 2020

MSA FINANCIAL

RIA
CRD#: 107768
BRAINTREE, MA
Past

December 18, 2008 - April 17, 2012

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
BRAINTREE, MA
Past

October 21, 2008 - December 31, 2020

SECURITIES AMERICA, INC.

BD
CRD#: 10205
BRAINTREE, MA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MSA FINANCIAL
MARINO STRAM & ASSOCIATES | MSA FINANCIAL | MARINO, STRAM AND ASSOCIATES LLC

CRD#: 107768 / SEC#: 801-72425

RIA
Registered Investment Advisory firm - (6/13/2011 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/3/2008
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MF
MSA FINANCIAL
MARINO STRAM & ASSOCIATES | MSA FINANCIAL | MARINO, STRAM AND ASSOCIATES LLC

CRD#: 107768 / SEC#: 801-72425

RIA
Registered Investment Advisory firm - (6/13/2011 Approved)
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Contact information


Main Address
25 Braintree Hill Office Park Suite 303, Braintree, MA 02184
Mailing Address
Phone number
(781) 843-3500
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (20 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARINO STRAM DISCLOSURE BROCHURE, BROCHURE SUPPLEMENT AND PRIVACY POLICY (11/18/2025)

Regulatory assets under management


Total Number of Accounts3,165
AUM (Assets Under Management)$ 1,168,995,005

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MSA FINANCIAL

CRD#: 107768

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