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Olivia Anne Mussett

MUSSETT WEALTH MANAGEMENT, LLC·RENSSELAER, New York
Series 7, Series 63, Series 65Clean record24 years registeredMUSSETT WEALTH MANAGEMENT, LLC
579 NORTH GREENBUSH ROAD, RENSSELAER, NY 12144CRD# 3139980Firm CRD# 158463

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Olivia Anne Mussett · RENSSELAER, NY
Registration
CRD #3139980 · MUSSETT WEALTH MANAGEMENT, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

MUSSETT WEALTH MANAGEMENT, LLC
Apr 2021 – present
WACHOVIA SECURITIES, LLC
May 2002 – Dec 2004
ALBANY, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · May 21, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MUSSETT WEALTH MANAGEMENT, LLC
CRD 158463 · SEC 801-109015
AUM
$92M
Regulatory assets under management
Employees
2
334 client accounts
Services offered by MUSSETT WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MUSSETT WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Olivia Anne Mussett offer?
Olivia Anne Mussett specializes in Financial Planning, Investment Management. Contact their office in RENSSELAER, New York for a consultation.
What are Olivia Anne Mussett's credentials?
Olivia Anne Mussett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Olivia Anne Mussett located?
Olivia Anne Mussett is based in RENSSELAER, New York, working with MUSSETT WEALTH MANAGEMENT, LLC. Their office serves clients in the RENSSELAER metropolitan area and surrounding communities.
How does Olivia Anne Mussett charge for services?
Olivia Anne Mussett's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUSSETT WEALTH MANAGEMENT, LLC?
MUSSETT WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $92M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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