Mary Musuneggi
Mary Musuneggi is a ChFC-designated registered investment advisor at LPL Financial LLC, based in Canonsburg, PA, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4600 J. Barry Ct Ste 410, Canonsburg, PA, 15317
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2016Other Business ActivitiesSells Insurance
Mary is an author for Single Steps Strategies and has W-2 employment with The Musuneggi Financial Group, spending minimal time on each. She also operates The Musuneggi Financial Group, LLC and MFG Insurance Services, dedicating a significant amount of time to these activities, including about a few hours per week to non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Mfg Private Wealth
Previous Registrations
Grove Point Advisors, LLC
Grove Point Investments, LLCBroker
H. Beck, INC.
H. Beck, INC.
H. Beck, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.