Mary Grace
Musuneggi

H. Beck, Inc

CRD#1020162
Investment Advisor
in Pittsburgh, PA
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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

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

Manor Oak Two, Suite 520 1910 Cochran Road
Pittsburgh, PA 15220

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H. Beck, Inc Brokerage Details

Total Assets Under Management

$1,332,188,797

PA Average: $6,889,882,315
Total Number of Employees

410

PA Average: 45
Total Number of Accounts

6,066

PA Average: 765
Average Account Size

$219,616

PA Average: $9,006,382

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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.

2004 - Present (15 years)

H. Beck, Inc

Disclosures

Mary Grace Musuneggi has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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