Marlene Musso, financial advisor King Of Prussia PA
89 score

Marlene Musso

CRD Number: 6256702
Current Firm: Fortis Advisors, LLC

Marlene Musso (CRD# 6256702) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fortis Advisors, LLC King Of Prussia, PA Aug 2013 - Current 3
Fortis Partners, LLC King Of Prussia, PA Jul 2013 - Current 3
Private Family Office, LLC King Of Prussia, PA Dec 2006 - Jun 2013 6
Ft Education Blue Bell, PA Jun 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Marlene D. Musso
Phone Number: 610-313-0910
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    198
    MILLIONS
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $1,558,457
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IL, NJ, NY, PA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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