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
579 North Greenbush Road, Rensselaer, NY 12144
https://twitter.com/mussettwealth
By the Numbers
  • Total Assets Under Management
    92
    MILLION
  • Total Number of Accounts
    334
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Mussett Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Helen Carroll, financial advisor Rensselaer NY
Helen M. Carroll
CRD#: 4832733
579 North Greenbush Road, Rensselaer, NY 12144

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, financial advisor Rensselaer NY
Olivia A. Mussett
CRD#: 3139980
579 North Greenbush Road, Rensselaer, NY 12153

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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