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Steven Musser is a registered investment advisor, based in San Diego, CA, with 34 years of industry experience.
Location
5435 Oberlin Dr., Suite 200, San Diego, CA, 92121
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2024Pending
Customer Dispute
June 2011Settled
Other Business ActivitiesSells Insurance
Steven is a licensed insurance agent providing various types of fixed insurance, dedicating a few hours per week. He also works nearly full-time as a financial advisor and investment adviser representative through multiple entities.
Employment History
Current Registrations
The Leaders Group, INC.
February 2026 - Present · 3 mos
The Leaders Group, INC.Broker
February 2026 - Present · 3 mos
Ats Wealth Management
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Cetera Wealth Services, LLCBroker
September 2025 - January 2026 · 4 mos
Cetera Investment Advisers LLC
September 2025 - January 2026 · 4 mos
Avantax Advisory Services
May 2022 - September 2025 · 3 yrs 4 mos
Avantax Investment Services, INC.Broker
May 2022 - September 2025 · 3 yrs 4 mos
Fsc Securities Corporation
October 2015 - May 2022 · 6 yrs 7 mos
Fsc Securities CorporationBroker
October 2015 - May 2022 · 6 yrs 7 mos
LPL Financial LLC
May 2000 - November 2015 · 15 yrs 6 mos
LPL Financial LLCBroker
May 2000 - November 2015 · 15 yrs 6 mos
Commonwealth Financial NetworkBroker
April 1998 - May 2000 · 2 yrs 1 mo
Ids Life Insurance CompanyBroker
June 1991 - May 1998 · 6 yrs 11 mos
American Express Financial Advisors INC.Broker
June 1991 - May 1998 · 6 yrs 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.