Mary Grace Musuneggi

MFG PRIVATE WEALTH

CANONSBURG, PA 15317

CRD#: 1020162

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Professional summary

Mary Grace Musuneggi, who also goes by Mary Grace Bunchek, Mary Grace Musuneggi, is a registered financial advisor currently at MFG PRIVATE WEALTH located in Canonsburg, Pennsylvania and LPL FINANCIAL LLC located in Canonsburg, Pennsylvania.

Mary Grace is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1981. Mary Grace has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Grace Bunchek | Mary Grace Musuneggi

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Grace Musuneggi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 27, 2025 - Present

MFG PRIVATE WEALTH

Office #1: 4600 J Barry Court Suite 410, Canonsburg, PA 15317

RIA

CRD#: 334574

CANONSBURG, PA

Current

May 1, 2025 - Present

LPL FINANCIAL LLC

Office #1: 4600 J. Barry Ct Ste 410, Canonsburg, PA 15317

RIA

CRD#: 6413

CANONSBURG, PA

Past

May 1, 2025 - June 25, 2026

LPL FINANCIAL LLC

RIA

CRD#: 6413

FORT MILL, SC

Past

April 1, 2021 - May 1, 2025

GROVE POINT ADVISORS, LLC

RIA

CRD#: 313171

Canonsburg, PA

Past

September 16, 2004 - May 1, 2025

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

Canonsburg, PA

Past

September 15, 2004 - April 1, 2021

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

Canonsburg, PA

Past

September 1, 2004 - September 2, 2004

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

PITTSBURGH, PA

Past

September 1, 2004 - September 2, 2004

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

December 18, 2003 - September 15, 2004

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

PITTSBURGH, PA

Past

December 16, 2003 - September 15, 2004

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

March 12, 1991 - December 2, 2003

VERAVEST INVESTMENT ADVISORS, INC.

RIA

CRD#: 105796

PITTSBURGH, PA

Past

December 18, 1981 - December 2, 2003

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MFG PRIVATE WEALTH

MFG PRIVATE WEALTH | THE MUSUNEGGI FINANCIAL GROUP, LLC

CRD#: 334574 / SEC#: 801-132243

RIA

Registered Investment Advisory firm - (3/24/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Massachusetts
(1/15/2026)

Oklahoma
(4/4/2026)

IAR

Pennsylvania
(3/27/2025)

Pennsylvania
(5/1/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/11/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/19/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/13/1991

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 9/3/1987

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 12/14/1981

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/30/2000

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MFG PRIVATE WEALTH

MFG PRIVATE WEALTH | THE MUSUNEGGI FINANCIAL GROUP, LLC

CRD#: 334574 / SEC#: 801-132243

RIA

Registered Investment Advisory firm - (3/24/2025 Approved)

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Contact information

Main Address

4600 J Barry Court Suite 410, Canonsburg, PA 15317

Mailing Address

Phone number

(412) 341-2888

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - THE MUSUNEGGI FINANCIAL GROUP, LLC (1/2/2026)

Regulatory assets under management

Total Number of Accounts	380
AUM (Assets Under Management)	$ 119,760,198

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mary Grace Musuneggi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Grace Musuneggi's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

GROVE POINT ADVISORS, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

VERAVEST INVESTMENT ADVISORS, INC.

VERAVEST INVESTMENTS, INC.

Primary Firm SEC Registration

MFG PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/1995

Series 63

Date: 7/19/1982

SIE

Date: 10/1/2018

Series 7

Date: 12/13/1991

Series 22

Date: 9/3/1987

Series 6

Date: 12/14/1981

Series 24

Date: 10/30/2000

FINRA

Current Firm

MFG PRIVATE WEALTH

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MFG PRIVATE WEALTH

TRUST BUT VERIFY

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