CRD: 125763
THE Mustico Financial Group, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-29-2007
- Office Locations
- 1
Office Locations
About THE Mustico Financial Group, Inc.
The Mustico Financial Group is an Elmira, NY advisory firm providing personalized, comprehensive financial planning and investment management for families, coordinating strategies with clients’ CPAs and attorneys. The team emphasizes disciplined, hands-on guidance, using asset allocation with ETFs and mutual funds, and works with major custodians such as Schwab and Fidelity. The practice cites 50+ years of combined experience.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL WILLIAM MUSTICO
Chief Compliance Officer, Financial Advisor, President
- CRD
- #3182926
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAMIEN ANDREW MUSTICO
--
- CRD
- #4858831
Elizabeth Grace Mustico
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- CRD
- #8121679
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $310,795,000 | $669,817 |
| Non-Discretionary | $5,715,000 | $2,857,500 |
| Total | $316,510,000 | $679,206 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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