Mary Grace Musuneggi has been an investment adviser representative at The Musuneggi Financial Group since March 2025, and is not listed among the firm’s executive officers or direct owners. Mary Grace Musuneggi holds a BA from the University of Steubenville.
The Musuneggi Financial Group, LLC is a Canonsburg, PA firm with $146M under management, 795 clients and 4 advisers in one office, as of its August 2026 filing.
Mary Grace Musuneggi is Chairman & CEO of The Musuneggi Financial Group. For over 40 years she has helped individuals and small business owners develop comprehensive strategies for pursuing their financial goals. She founded Single Steps Strategies, a life planning resource that helps women work towards abundant, balanced and successful lives.
Mary Grace Musuneggi’s longest registration was 16 years at H. Beck, Inc. (2004–2021). Before joining The Musuneggi Financial Group in 2025, Mary Grace Musuneggi was registered through Grove Point Advisors, LLC and H. Beck, Inc.
- LPL Financial LLC– · 1 yearFort Mill, SC · Adviser representative · Firm CRD 6413
- MFG Private WealthCurrent– present · 1 yearCanonsburg, PA · Adviser representative · Firm CRD 334574
- Grove Point Advisors, LLC– · 4 yearsCanonsburg, PA · Adviser representative · Firm CRD 313171
- H. Beck, Inc.– · 16 yearsCanonsburg, PA · Adviser representative · Firm CRD 1763
- Princor Financial Services Corporation– · under a yearPittsburgh, PA · Adviser representative · Firm CRD 1137
- Veravest Investment Advisors, Inc.– · 12 yearsPittsburgh, PA · Adviser representative · Firm CRD 105796
Professional designations
Listed by The Musuneggi Financial Group
- Chartered Life Underwriter (CLU)
- Chartered Financial Consultant (ChFC)
- Registered Financial Consultant (RFC)
Investment adviser representative registrations
Mary Grace Musuneggi is registered as an investment adviser representative in Pennsylvania, since March 2025.
- PennsylvaniaSince 27 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 30 October 2000 |
| Series 65 | Uniform Investment Adviser Law Examination | 11 September 1995 |
| Series 7 | General Securities Representative Examination | 13 December 1991 |
| Series 22 | Direct Participation Programs Representative Examination | 3 September 1987 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 July 1982 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 December 1981 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 1020162
- Firm
- The Musuneggi Financial Group · CRD 334574
- Office
- 4600 J BARRY COURT, SUITE 410, Canonsburg, PA 15317
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1981
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- mfgplanners.com
Where does Mary Grace Musuneggi work?
Mary Grace Musuneggi is an investment adviser representative registered through The Musuneggi Financial Group, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Mary Grace Musuneggi a financial advisor?
Yes. Mary Grace Musuneggi has a current investment-adviser registration in Pennsylvania, through The Musuneggi Financial Group since March 2025.
How many years of experience does Mary Grace Musuneggi have?
Mary Grace Musuneggi has 44 years in the financial industry, since December 1981, across 6 adviser firms.
What exams has Mary Grace Musuneggi passed?
Mary Grace Musuneggi has passed 6 licensing exams: the Series 6, Series 63, Series 22, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in December 1981. FINRA credited Mary Grace Musuneggi with the SIE, which began in October 2018.
Where did Mary Grace Musuneggi work before The Musuneggi Financial Group?
Before The Musuneggi Financial Group, Mary Grace Musuneggi was registered through H. Beck, Inc., September 2004 to April 2021; Princor Financial Services Corporation, December 2003 to September 2004; Veravest Investment Advisors, Inc., March 1991 to December 2003.
Where is Mary Grace Musuneggi based?
Mary Grace Musuneggi’s registered office is in Canonsburg, PA.
Is Mary Grace Musuneggi registered with FINRA?
Yes. Mary Grace Musuneggi has a current broker registration, under CRD 1020162.
Source: FINRA BrokerCheck
How can I verify Mary Grace Musuneggi’s record?
Search CRD 1020162 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Mary Grace Musuneggi’s full registration record.
