Mussett Wealth Management, LLC
Mussett Wealth Management, LLC (CRD# 158463) is a financial advisory firm headquartered in Rensselaer, NY. They manage $91,967,639 in 334 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Mussett Wealth Management, LLC
By the Numbers
-
Total Assets Under Management92MILLION
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Total Number of Accounts334ACCOUNTS
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Average Account Value$275,352
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Mussett Wealth Management, LLC
1
Helen Carroll (CRD# 4832733) is an Investment Advisor Representative working at Mussett Wealth Management, LLC in Rensselaer, NY and has over 19 years of experience in the finance industry.
2
Olivia Mussett (CRD# 3139980) is an Investment Advisor Representative working at Mussett Wealth Management, LLC in Rensselaer, NY and has over 24 years of experience in the finance industry.
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