Meredith Mussano
CRD Number: 7655844Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Meredith Mussano (CRD# 7655844) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Placerville, CA and has 1 year of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Placerville, CA | Oct 2022 - Current | 1 |
| Unemployed | Placerville, CA | May 2022 - Oct 2022 | < 1 |
| Uc Davis | Davis, CA | Sep 2020 - May 2022 | 1 |
| Wells Fargo | Pleasant Hill, CA | Jul 2019 - May 2022 | 2 |
| Diablo Valley College | Pleasant Hill, CA | Aug 2018 - May 2020 | 1 |
| Old Navy | Concord, CA | Jul 2016 - Jun 2019 | 2 |
| Alhambra High School | Martinez, CA | Aug 2014 - Jun 2018 | 3 |
| Martinez Junior High School | Martinez, CA | Nov 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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