Xavier Mustico (CRD# 6705118) is an Investment Advisor Representative working at The Mustico Financial Group, Inc. in Elmira, NY and has over 3 years of experience in the finance industry. Xavier Mustico has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4176455
Morgan Stanley
CRD# 4418062
Alsworth Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mutual Securities, Inc. | Camarillo, CA | Jun 2020 - Current | 3 |
| The Mustico Financial Group, Inc. | Elmira, NY | Jun 2020 - Current | 3 |
| Bank Of America, N.a. | Syracuse, NY | Mar 2017 - Jun 2020 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Syracuse, NY | Sep 2016 - Jun 2020 | 3 |
| Donald W. Mustico Law | Elmira, NY | Aug 2015 - Sep 2016 | 1 |
| Saint Joseph University | Philadelphia,, PA | Aug 2012 - May 2016 | 3 |
| Donald W. Mustico Law | Elmira, NY | May 2015 - Aug 2015 | < 1 |
| Chemung Canal Trust Company | Elmira, NY | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2021 |
- FL
- PA
-
Total Assets Under Management217MILLIONS
-
Total Number of Accounts427ACCOUNTS
-
Average Account Value$507,199
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, NY, PA
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