Stephen Boyd Musser
Investment adviser representative at Legacy Bridge Private Family Offices
6 yearsExperience
2 statesRegistered in
CFADesignation
$425.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
6 years in the industry.
- Legacy Bridge Private Family OfficesOct 2023 to now
- Douglas BensonJul 2022 to now
- Northwestern Mutual Investment Services LLCJul 2022 to now
- Doug BensonMay 2022 to Jul 2022
- UnemployedNov 2021 to Apr 2022
- Victory Capital ManagementMay 2016 to Nov 2021
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2010
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 2 states (IA, SD).
Legacy Bridge Private Family Offices
Legal name: Legacy Bridge, LLC
$425.8MAssets managed
67Clients
2Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2419967
- Firm CRD
- 282261