Elizabeth Grace Mustico
Investment adviser representative at The Mustico Financial Group, Inc.
11 yearsExperience
2 statesRegistered in
$316.5MFirm assets
19 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- The Mustico Financial Group, Inc.Jun 2025 to now
- The Mustico Financial Group, Inc.Jun 2024 to Aug 2024
- The Mustico Financial Group, Inc.Jun 2023 to Aug 2023
- The Mustico Financial Group, Inc.Jun 2022 to Aug 2022
- The Mustico Financial Group, IncJun 2021 to Aug 2021
- Full Time StudentJun 2015 to May 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
The Mustico Financial Group, Inc.
$316.5MAssets managed
460Clients
4Advisers
19 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
- 8121679
- Firm CRD
- 125763