Devin
Musser

Mycio Wealth Partners, LLC

CRD#7815565
Investment Advisor
in Philadelphia, PA

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About this Advisor

Devin Musser is a financial advisor based in Philadelphia, Pennsylvania, working with Mycio Wealth Partners, LLC. Devin has previously held positions at Mycio Wealth Partners, LLC, University Of Delaware, Tommy's Tavern & Tap Restaurant, Shoprite Of Rockaway, Morris Hills High School, and Thomas Jefferson Middle School. Devin has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Devin is part of Mycio Wealth Partners, LLC, which operates out of Philadelphia, Pennsylvania. The firm has 63 employees and manages assets totaling $13.0 billion. 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, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mycio Wealth Partners, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2929 Walnut Street, Suite 1200
Philadelphia, PA 19104-5172

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Mycio Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$12,968,143,520

PA Average: $15,833,994,310
Total Number of Employees

63

PA Average: 41
Total Number of Accounts

7,648

PA Average: 3,342
Average Account Size

$1,695,625

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Devin Musser Work History

2023 - Present (1 year)

Mycio Wealth Partners, LLC

2022 - 2022 (< 1 year)

Mycio Wealth Partners, LLC

2021 - 2021 (< 1 year)

Tommy'S Tavern & Tap Restaurant

2019 - 2023 (4 years)

University Of Delaware

2018 - 2019 (1 year)

Shoprite Of Rockaway

2015 - 2019 (4 years)

Morris Hills High School

2013 - 2015 (2 years)

Thomas Jefferson Middle School

Disclosures

Please visit the SEC profile of Devin Musser 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 Mycio Wealth Partners, LLC

Ethan Kohanik
Philadelphia, PA
Matthew Marrella
Philadelphia, PA
Zachary Tierno
Philadelphia, PA
Kaley Ryan
Philadelphia, PA
Timothy Tomalavage
Philadelphia, PA
Kevin Newbert
Philadelphia, PA
Devin Musser
Philadelphia, PA
William Stanley
Philadelphia, PA

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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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.

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