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Michael John Mussio

FBB Capital Partners

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About Michael John Mussio

Michael John Mussio is a financial advisor registered with FBB Capital Partners in Bethesda, MD. Michael is a Certified Financial Planner and a Chartered Financial Analyst. Michael's career in the financial industry began in December 2000 with Charles Schwab & Co., Inc. in Gaithersburg, MD. Michael joined FBB Capital Partners in January 2008. Michael holds Series 7 and Series 66 licenses. Michael also has experience working with clients in the following areas: insurance companies, investment companies, charitable organizations, high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.

Firm Information

Michael Mussio is currently registered with FBB Capital Partners. FBB Capital Partners is an investment advisor registered with the SEC, headquartered in Bethesda, MD. The firm manages $1.87 billion in assets for 2,917 clients, primarily high-net-worth individuals and individuals other than high-net-worth. They offer financial planning, portfolio management for businesses and individuals, and a variety of other services.
FBB Capital Partners

4520 EAST-WEST HIGHWAY

BETHESDA, MD 20814

$1.87B

Assets Under Management

10

Total Clients

12

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Mussio’s Registration & Firm History

MD

06/23/2010 - Present

FBB Capital Partners (BETHESDA MD)

MD

12/20/2000 - 08/09/2006

CHARLES SCHWAB & CO., INC. (GAITHERSBURG MD)

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Licenses & Designations

BOTH

Issued 02/02/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael John Mussio.
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