MM
Michael A. Musco
EQUILUS GROUP
Bend, OR
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CRD#: 7834991
MM
Professional summary
Michael Aaron Musco is a registered financial advisor currently at EQUILUS GROUP INC located in Bend, Oregon.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Michael has worked at 1 firm and has passed the Series 65 and SIE 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.
Michael A. Musco is also employed by Equilus Capital Partners, LLC as the Asset Manager. He devotes 10-15/week on this business and is compensated by a salary against commissions. Start Date: 11/2023
CRS (Client Relationship Summary) - RIA
Click below to view Michael Aaron Musco's 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®
NoneExperience
Current
November 28, 2023 - Present
EQUILUS GROUP INC
RIA
CRD#: 300142
Bend, OR
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
Oregon(11/28/2023)
IAR
Washington(11/28/2023)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
EG
EQUILUS GROUP INC
EQUILUS FINANCIAL GROUP INC | EQUILUS GROUP INC
CRD#: 300142 / SEC#:
Idaho
Registered Investment Advisory firm - (4/16/2019 Approved)Illinois
Registered Investment Advisory firm - (8/27/2021 Approved)Indiana
Registered Investment Advisory firm - (8/30/2021 Approved)Oregon
Registered Investment Advisory firm - (5/31/2019 Approved)Washington
Registered Investment Advisory firm - (4/10/2019 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
385 E Penny Road Suite 101b, Wenatchee, WA 98801
Mailing Address
Po Box 1687, Wenatchee, WA 98807
Phone number
(888) 860-0658
Established
Firm type
Fiscal year end
# of Employees
6
Regulatory assets under management
| Total Number of Accounts | 68 |
| AUM (Assets Under Management) | $ 13,798,872 |
Red Flags
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