Olivia
Mussett
Mussett Wealth Management, LLC
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About this Advisor
Olivia Mussett is a financial advisor based in Sand Lake, New York, working with Mussett Wealth Management, LLC. Olivia has previously held a position at Mussett Wealth Management. Olivia has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Olivia is part of Mussett Wealth Management, LLC, which operates out of Sand Lake, New York. The firm has 2 employees and manages assets totaling $92.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Mussett Wealth Management, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mussett Wealth Management, LLC Brokerage Details
$91,967,639
2
334
$275,352
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Olivia Mussett Work History
Mussett Wealth Management
Disclosures
Please visit the SEC profile of Olivia Mussett 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
Rensselaer, NY
Sand Lake, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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