MM

Michael J. Mussio

FBB CAPITAL PARTNERS
Bethesda, MD 20814
Some features on this profile are disabled
CRD#: 4273011
MM

Professional summary


Michael John Mussio, CFP®, who also goes by Michael J Mussio, is a registered financial advisor currently at FBB CAPITAL PARTNERS located in Bethesda, Maryland.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Michael has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Michael J Mussio

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.

CRS (Client Relationship Summary) - RIA


Click below to view Michael John Mussio'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®
CFP®

Experience


Current

June 23, 2010 - Present

FBB CAPITAL PARTNERS

Office #1: 4520 East-west Highway Suite 450, Bethesda, MD 20814
RIA
CRD#: 108967
Bethesda, MD
Past

February 28, 2001 - August 9, 2006

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
GAITHERSBURG, MD
Past

December 20, 2000 - August 9, 2006

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
GAITHERSBURG, MD

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".
FBB CAPITAL PARTNERS
FBB CAPITAL PARTNERS
FBB CAPITAL PARTNERS | WEALTHTRUST·FBB | WEALTHTRUST | FULTON BREAKEFIELD BROENNIMAN,LLC

CRD#: 108967 / SEC#: 801-57836

RIA
Registered Investment Advisory firm - (8/4/2000 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
Maryland
(6/23/2010)
IAR
Texas
(9/20/2019)
IAR
Virginia
(6/23/2010)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/2/2001
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


FBB CAPITAL PARTNERS
FBB CAPITAL PARTNERS
FBB CAPITAL PARTNERS | WEALTHTRUST·FBB | WEALTHTRUST | FULTON BREAKEFIELD BROENNIMAN,LLC

CRD#: 108967 / SEC#: 801-57836

RIA
Registered Investment Advisory firm - (8/4/2000 Approved)
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Contact information


Main Address
4520 East-west Highway Suite 450, Bethesda, MD 20814
Mailing Address
Phone number
(301) 657-8870
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (23 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts3,187
AUM (Assets Under Management)$ 2,394,809,702

Red Flags


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

Company Information


FBB CAPITAL PARTNERS

FBB CAPITAL PARTNERS

CRD#: 108967Bethesda, MD 20814

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