Xavier Mustico is a CFP-designated registered investment advisor, based in Elmira, NY, with 7 years of industry experience.
Location
221 West Church St., Elmira, NY, 14901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Xavier works for The Mustico Financial Group, Inc. as an RIA performing administrative tasks, portfolio review, client paperwork, scheduling, answering phones, securities review, taking about half of his time. Xavier is also a board member of Elmira Downtown Development, Inc., dedicating minimal time, and an LTD Insurance Agent offering life insurance products a few hours per week.
Employment History
Current Registrations
Mutual Securities, INC.Broker
The Mustico Financial Group, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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