Steven J. Musmanno
Professional summary
Steven John Musmanno, who also goes by Steven J Musmanno, is a registered financial advisor currently at APS WEALTH MANAGEMENT, LLC located in Melville, New York.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Steven has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven John Musmanno's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 15, 2021 - Present
APS WEALTH MANAGEMENT, LLC
Office #1: 1 Huntington Quadrangle Suite 3n03, Melville, NY 11747January 3, 2007 - September 27, 2018
EQUITABLE ADVISORS, LLC
November 20, 2006 - September 27, 2018
EQUITABLE ADVISORS, LLC
August 16, 2004 - November 21, 2006
METROPOLITAN LIFE INSURANCE COMPANY
August 16, 2004 - November 21, 2006
MSI FINANCIAL SERVICES, INC.
December 11, 2003 - October 8, 2004
STARLING CAPITAL, LLC
October 6, 1997 - February 7, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
APS WEALTH MANAGEMENT, LLC
CRD#: 298233 / SEC#: 801-114000
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/15/2021)
Exams
Current Firm
APS WEALTH MANAGEMENT, LLC
CRD#: 298233 / SEC#: 801-114000
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 313 |
| AUM (Assets Under Management) | $ 264,663,888 |
Red Flags
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