Meredith G Mussano

Employer firm

Hightower Advisors, LLC CRD 145323

$199B regulatory AUM 500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 10/2022 → 05/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Placerville, CA
• 07/2019 → 05/2022
  Wells Fargo
  Pleasant Hill, CA
• 05/2022 → 10/2022
  Unemployed
  Placerville, CA
• 07/2016 → 06/2019
  Old Navy
  Concord, CA
• 08/2014 → 06/2018
  Alhambra High School
  Martinez, CA
• 08/2018 → 05/2020
  Diablo Valley College
  Pleasant Hill, CA
• 09/2020 → 05/2022
  Uc Davis
  Davis, CA
• 09/2024 → Present
  Hightower Advisors
  Folsom, CA
• 06/2024 → 09/2024
  Unemployed
  Placerville, CA

Previous Registrations

• 2024-02-06 → 2024-05-13
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Placerville, CA
  Placerville, CA
  New York, NY

Other Businesses

Name of the other businessMelissa J and Michael P Mussano Living Trust Whether the business is investment-relatedNo Address of the other businessPollock Pines,CA 95726 Nature of the other businessTrust Your positionSuccessor Trustee Title, or relationship with the other businessDaughter of Grantors Start date of your relationshipApx ~ 2045ish Approximate number of hours/month you devote to the other business0 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other businessCurrently successor trustee to my parents' revocable trust. I am not acting as trustee until both grantors have passed.

Exams

• S66 Uniform Combined State Law Examination
  2024-02-05