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Steven Musser

Investment Adviser Representative at ATS WEALTH MANAGEMENT

San Diego, CACRD #2152088Dual-registered
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
35 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/9/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 7/11/1991
Series 24
General Securities Principal Examination
Passed 7/24/2001
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/18/1991

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$0 - $250,0001.45%
$250,000 - $500,0001.40%
$500,001 - $750,0001.35%
$750,001 - $1,000,0001.30%
$1,000,001 - $1,500,0001.25%
$1,500,001 - $2,000,0001.15%
$2,000,001 - $4,000,0001.00%
$4,000,001 - $6,000,0000.85%
$6,000,001 - $10,000,0000.70%
$10,000,001 and Above0.50%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

ATS WEALTH MANAGEMENT Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

THE LEADERS GROUP, INC.Current
2/3/2026SUMMIT, NJ
CETERA WEALTH SERVICES, LLC
9/5/20251/21/2026SAN DIEGO, CA
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
6/20/19915/6/1998MINNEAPOLIS, MN
IDS LIFE INSURANCE COMPANY
6/20/19915/6/1998MINNEAPOLIS, MN
AVANTAX INVESTMENT SERVICES, INC.
5/5/20229/5/2025SAN DIEGO, CA
LPL FINANCIAL LLC
5/19/200011/17/2015SAN DIEGO, CA
COMMONWEALTH FINANCIAL NETWORK
4/24/19985/22/2000WALTHAM, MA
FSC SECURITIES CORPORATION
10/20/20155/6/2022SAN DIEGO, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Musser has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Steven Musser - Financial Advisor in San Diego, CA | AdvisorFinder