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David Scott Muglio

Performance Trust Capital Partners, LLC

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About David Scott Muglio

David Muglio is a financial professional with over 25 years of experience in the industry. David has a strong background in investment banking, securities trading and wealth management. He has worked for several prominent firms including Merrill Lynch, BMO Capital Markets Corp., BNP Paribas Securities Corp., and Fleet Securities, Inc. David is currently registered with Performance Trust Capital Partners, LLC.

Firm Information

David Muglio is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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David Muglio’s Registration & Firm History

IL

10/18/2022 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

NY

06/04/2015 - 10/13/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

10/11/2007 - 06/04/2015

BMO CAPITAL MARKETS CORP. (NEW YORK NY)

NY

04/07/2004 - 06/22/2006

BNP PARIBAS SECURITIES CORP. (NEW YORK NY)

TX

02/02/1998 - 12/06/2002

FLEET SECURITIES, INC. (DALLAS TX)

NJ

10/14/1997 - 02/02/1998

NASH, WEISS & CO. (JERSEY CITY NJ)

NJ

04/05/1995 - 10/14/1997

NASH, WEISS & CO. (JERSEY CITY NJ)

NY

07/22/1994 - 04/05/1995

SPENCER TRASK SECURITIES INCORPORATED (NEW YORK NY)

NY

07/29/1993 - 02/07/1994

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/29/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/28/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for David Scott Muglio.
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