Helen
Carroll
Mussett Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Helen Carroll is a certified financial planner operating in Rensselaer, New York with 2 years of relevant experience. Carroll works at Mussett Wealth Management, LLC. During their career, Carroll has held roles at Dr Advisory Services, LLC, Berman Hopkins Retirement Solutions, LLC and Mussett Wealth Management. Carroll maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in New York. Mussett Wealth Management, LLC is a financial advisory business that has its headquarters in Rensselaer, NY. It has $84 million in assets under management between its 322 client accounts, making it one of the smaller firms in the United States by assets under management. The firm advises two charities and foundations. Of its 322 client accounts, 24% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management typically are based on which services the firm provides the client. However, fees billed by Mussett Wealth Management, LLC may include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Mussett Wealth Management, LLC Brokerage Details
$84,151,248
2
322
$261,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Helen Carroll Work History
Helen has been registered as a financial advisor for 2 years.*
Mussett Wealth Management
Berman Hopkins Retirement Solutions, LLC
Dr Advisory Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Helen Carroll to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mussett Wealth Management, LLC
Sand Lake, NY
Rensselaer, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
