H. Beck, Inc
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About this Advisor
Mary Grace Musuneggi is an investment advisor based in Pittsburgh, Pennsylvania. Currently an advisor at H. Beck, Inc, they have gathered 14 years of work experience in the financial advisory industry. Musuneggi holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Musuneggi can advise clients based out of Pennsylvania. Musuneggi has spent their entire career at H. Beck, Inc. H. Beck, Inc is located in Pittsburgh, Pennsylvania, and operates out of 426 additional brick-and-mortar locations across the United States. As a company, H. Beck, Inc oversees $1 billion in assets dispersed across 6,098 accounts and retains more than 522 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 609 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 32% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. H. Beck, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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H. Beck, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mary Grace Musuneggi Work History
Mary Grace has 14 years of experience.
H. Beck, Inc
Mary Grace Musuneggi has disclosures.
Please visit their SEC profile for more details.