Bryan G. Musso

SECOND LINE CAPITAL

Metairie, LA 70002

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CRD#: 2304057

Professional summary

Bryan Gerald Musso is a registered financial advisor currently at SECOND LINE CAPITAL, LLC located in Metairie, Louisiana.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Bryan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Bryan Gerald Musso'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

June 16, 2023 - Present

SECOND LINE CAPITAL, LLC

Office #1: 1 Galleria Blvd., Metairie, LA 70002

RIA

CRD#: 324386

Metairie, LA

Past

April 26, 2019 - June 16, 2023

ADVISOR RESOURCE COUNCIL

RIA

CRD#: 164109

Metairie, LA

Past

April 18, 2019 - April 22, 2019

ADVISOR RESOURCE COUNCIL

RIA

CRD#: 164109

Metairie, LA

Past

April 12, 2010 - April 25, 2019

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NEW ORLEANS, LA

Past

February 26, 2010 - April 25, 2019

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NEW ORLEANS, LA

Past

June 1, 2009 - March 10, 2010

MORGAN STANLEY

CRD#: 149777

NEW ORLEANS, LA

Past

August 30, 2002 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW ORLEANS, LA

Past

January 13, 1993 - September 12, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

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".

SECOND LINE CAPITAL, LLC

CRD#: 324386 / SEC#: 801-127790

RIA

Registered Investment Advisory firm - (9/19/2023 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.

Highlighted states indicate IAR registrations

IAR

Louisiana
(6/16/2023)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/24/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/22/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/8/1994

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/29/1992

General Securities Representative Examination

Current Firm

SECOND LINE CAPITAL, LLC

CRD#: 324386 / SEC#: 801-127790

RIA

Registered Investment Advisory firm - (9/19/2023 Approved)

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Contact information

Main Address

2800 Veterans Memorial Blvd. Suite 220, Metairie, LA 70002

Mailing Address

Phone number

(504) 321-0923

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR SECOND LINE CAPITAL, LLC (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,502
AUM (Assets Under Management)	$ 723,038,061

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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Bryan G. Musso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Gerald Musso's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVISOR RESOURCE COUNCIL

ADVISOR RESOURCE COUNCIL

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

SECOND LINE CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/24/1995

Series 63

Date: 7/22/1993

SIE

Date: 10/1/2018

Series 31

Date: 3/8/1994

Series 7

Date: 12/29/1992

Current Firm

SECOND LINE CAPITAL, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SECOND LINE CAPITAL, LLC

TRUST BUT VERIFY

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