Bryan Musso is a registered investment advisor at Second Line Capital, LLC, based in Metairie, LA, with 33 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,385 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Second Line Capital (2LC) offers investment management services for an annual fee based on the amount of assets under management. The management fee can be up to 2.00% annually. The fee is determined by the investment advisor representative and is allocated between 2LC and the representative. The fee is charged quarterly, in advance, based on the market value of the assets being managed on the last day of the previous quarter. 2LC also uses LPL programs, which have maximum fees ranging from 0.95% to 3.0%.
Location
2800 Veterans Memorial Blvd., Suite 220, Metairie, LA, 70002
Get directionsHistory
Regulatory History (8)
Customer Dispute
June 2023Customer Dispute
June 2018Customer Dispute
December 2017Customer Dispute
May 2011Customer Dispute
October 2004Customer Dispute
August 2004Customer Dispute
November 2002Customer Dispute
October 2000Other Business Activities
Bryan is the proprietor of Musso Retirement Advisors, LLC, with 100% ownership.
Employment History
Current Registrations
Second Line Capital, LLC
Previous Registrations
Advisor Resource Council
360 Wealth Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.