THE MUSTICO FINANCIAL GROUP, INC.
SEC RegisteredAbout the firm
The Mustico Group views successful financial planning as a coordinated, comprehensive approach to realizing your family's goals and objectives, requiring effective coordination of strategies across Attorneys, CPAs, and Investment Managers. They distinguish themselves by possessing the depth and breadth of experience and knowledge necessary to coordinate these overlapping professional areas.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning coordinating strategies across attorneys, CPAs, and investment managers to help clients realize their goals and objectives
Who they serve
Families planning for a successful financial future
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 391 | $164M |
| High Net Worth Individuals | 69 | $151M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of January 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE MUSTICO FINANCIAL GROUP, INC. 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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