Gregory Scott Musso
Investment adviser representative at Lanark Financial, Inc.
25 yearsExperience
11 statesRegistered in
$1.8BFirm assets
25 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Lanark Financial, Inc.May 2002 to now
- Nbc Securities, Inc.May 2001 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 11 states (AL, CO, FL, GA, IL, MI, NC, ND, SC, TX, VA).
Lanark Financial, Inc.
$1.8BAssets managed
3,576Clients
68Advisers
25 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
- 4399588
- Firm CRD
- 17870