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Jeffrey Michael Musante

DC Advisory

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About Jeffrey Michael Musante

Jeffrey Michael Musante is a financial advisor with DC Advisory. Jeffrey holds the Series 79, Series 63, and SIE licenses and is registered in New York. Prior to joining DC Advisory, Jeffrey was employed by Citigroup Global Markets Inc. from 2018 to 2024. Jeffrey has over five years of experience in the financial services industry.

Firm Information

Jeffrey Musante is currently registered with DC Advisory. DC Advisory is a Limited Liability Company that was formed on April 1, 2012. The firm is registered in California, District of Columbia, Illinois, and New York. It has one approved SEC registration and four approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

80

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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Jeffrey Musante’s Registration & Firm History

NY

04/09/2024 - Present

DC Advisory (NEW YORK NY)

NY

08/29/2018 - 03/01/2024

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/30/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2018

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Michael Musante.
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