Bryan Gerald Musso

Employer firm

Second Line Capital, LLC CRD 324386

$1.32B regulatory AUM 55 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → 11/2016
  Wells Fargo Advisors Llc
  Mandeville, LA
• 11/2016 → 04/2019
  Wells Fargo Clearing Services, Llc
  Mandeville, LA
• 04/2019 → 06/2023
  Advisor Resource Council (Formerly 360 Wealth Management Llc)
  Metairie, LA
• 06/2023 → Present
  Second Line Capital, Llc
  Metairie, LA

Previous Registrations

• 2019-04-18 → 2023-06-16
  Advisor Resource Council
  Metairie, LA
  Dallas, TX
• 2010-04-12 → 2019-04-25
  Wells Fargo Clearing Services, Llc
  New Orleans, LA
  Naperville, IL
  Metairie, LA
  Mandeville, LA

Other Businesses

DBA Musso Retirement Advisors, LLC, Propreitor. ownership 100%.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-10-24
• S63 Uniform Securities Agent State Law Examination
  1993-07-22