Marlene Musso has been an investment adviser representative at Fortis Advisors since November 2013, and is not listed among the firm’s executive officers or direct owners.
Fortis Advisors, LLC is a Wayne, PA firm with $584M under management, 91 clients and 3 advisers in one office, as of its March 2026 filing.
- Fortis Advisors, LLCCurrent– present · 12 yearsWayne, PA · Adviser representative · Firm CRD 164498
Investment adviser representative registrations
Marlene Musso is registered as an investment adviser representative in Pennsylvania, since November 2013.
- PennsylvaniaSince 19 November 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 November 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Marlene D Musso
- CRD
- 6256702
- Firm
- Fortis Advisors · CRD 164498
- Office
- 656 E. Swedesford Road, Suite 330, Wayne, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- November 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Marlene Musso work?
Marlene Musso is an investment adviser representative registered through Fortis Advisors, LLC since November 2013, and is not listed among the firm’s executive officers or direct owners.
Is Marlene Musso a financial advisor?
Yes. Marlene Musso has a current investment-adviser registration in Pennsylvania, through Fortis Advisors since November 2013.
How many years of experience does Marlene Musso have?
Marlene Musso has 12 years in the financial industry, since November 2013, across 1 adviser firm.
What exams has Marlene Musso passed?
Marlene Musso passed the Series 65 in November 2013.
Where is Marlene Musso based?
Marlene Musso’s registered office is in Wayne, PA.
Is Marlene Musso registered with FINRA?
No. Marlene Musso has no current broker registration.
How can I verify Marlene Musso’s record?
Search CRD 6256702 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Marlene Musso’s full registration record.
