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Nicholas Anthony Musto

Fisher Investments

Plano, TX

Tampa, FL

CRD 7537422

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Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • PORTFOLIO ASSESSMENT

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

Current Employers
Fisher Investments

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-30
FL RA APPROVED 2022-05-02
  • TX RA
    APPROVED
    Since 2023-08-30
  • FL RA
    APPROVED
    Since 2022-05-02

Branch Locations

6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States

3109 W Dr. Martin Luther King Jr. Blvd Suite 600, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fisher Investments Tampa FL 04/2022 Present
The Center For Special Needs Trust Administration, Inc. Clearwater FL 08/2015 01/2022
Unemployed Tampa FL 01/2022 04/2022
  • 04/2022 → Present
    Tampa, FL
  • 08/2015 → 01/2022
    The Center For Special Needs Trust Administration, Inc.
    Clearwater, FL
  • 01/2022 → 04/2022
    Unemployed
    Tampa, FL
Other Businesses

the name of the other business; Notary Public for the State of Florida whether the business is investment-related; No the address of the other business; 6006 N. Florida Ave. Unit 1215 Tampa, FL 33604 the nature of the other business; Notary the start date of your relationship;2/2/16 the approximate number of hours/month you devote to the other business;1-5 the number of hours you devote to the other business during securities trading hours;0 and briefly describe your duties relating to the other business; performing notarial duties

Designations
  • Certified Financial Planner
Other Names
  • Nicholas Musto

View on SEC IAPD

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