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Michael A. Musco

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CRD#: 7834991
MM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Aaron Musco was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2023. Michael had worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer


Are you a "fiduciary"?
No

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 28, 2023 - May 27, 2026

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/9/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/6/2023
Securities Industry Essentials Examination

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)
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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

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts68
AUM (Assets Under Management)$ 13,798,872

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.

Company Information


EQUILUS GROUP INC

CRD#: 300142

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