AdvisorOS Directory
Claim Profile
PM

Peter Morgan Musser

EMPIRICAL ASSET MANAGEMENT, LLC·NEWTON, Massachusetts
Unclaimed Profile
THREE NEWTON EXECUTIVE PARK, NEWTON, MA 02462CRD# 1083510Firm CRD# 155436
01

About

Peter Morgan Musser is a registered financial advisor based in NEWTON, Massachusetts, affiliated with EMPIRICAL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
EMPIRICAL ASSET MANAGEMENT, LLC
EMPIRICAL ASSET MANAGEMENT, LLC
AUM
$329M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at EMPIRICAL ASSET MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1083510
Firm CRD# 155436
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTON?

Browse all registered financial advisors in NEWTON, Massachusetts or claim this profile if it's yours.

Browse NEWTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Peter Morgan Musser offer?
Peter Morgan Musser specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWTON, Massachusetts for a consultation.
What are Peter Morgan Musser's credentials?
Peter Morgan Musser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Morgan Musser located?
Peter Morgan Musser is based in NEWTON, Massachusetts, working with EMPIRICAL ASSET MANAGEMENT, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Peter Morgan Musser charge for services?
Peter Morgan Musser's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMPIRICAL ASSET MANAGEMENT, LLC?
EMPIRICAL ASSET MANAGEMENT, LLC has approximately 12 employees and manages $329M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWTON
Amit Kumas Basak — STALEY CAPITAL FUND I MANAGEMENT COMPANY LLCMatthew A Gibbs — OXFORD BIOSCIENCE III CORPORATIONJignesh Patel — JNR EQUITY FUND I MANAGER LLCBarry Hollander — ADVISER INVESTMENTS LLCKazuhiko Kasai — SOFTBANK, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile