BB
Brian Birney Musso
CRD 5584942
Firms
| Firm | Role | As of |
|---|---|---|
| Waverly Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Broadcrest Asset Management, Llc
Member · 50% – 75% · Aug 2024
-
Promus Asset Management, Llc
Manager · Less than 5% · Jul 2024
-
Promus Asset Management, Llc
Manager & Managing Partner · GP / trustee / elected manager · Jul 2024
-
Creation Investments Capital Management, Llc
Member · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗