Michael Musco has been an investment adviser representative at Pinnacle Wealth Advisors since June 2026, and is not listed among the firm’s executive officers or direct owners.
Pinnacle Wealth Advisors, LLC is a Clackamas, OR firm with $550M under management, 832 clients and 14 advisers across 6 offices, as of its July 2026 filing.
Mike Musco is Partner of Pinnacle Wealth Advisors and a wealth advisor to business owners, real estate investors and professionals in Central Oregon. He specializes in tax-efficient planning and investment strategies, including for appreciated real estate, equity compensation and complex financial transitions. He spent nearly a decade in corporate finance and business management at Microsoft and is opening the firm's Bend office.
Michael Musco’s longest registration was 2 years at Equilus Group Inc (2023–2026). Before joining Pinnacle Wealth Advisors in 2026, Michael Musco was registered through Equilus Group Inc.
- Pinnacle Wealth AdvisorsCurrent– present · under a yearBend, OR · Adviser representative · Firm CRD 117517
- Equilus Group Inc– · 2 yearsBend, OR · Adviser representative · Firm CRD 300142
Professional designations
Listed by Pinnacle Wealth Advisors
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
Michael Musco is registered as an investment adviser representative in Oregon, since June 2026.
- OregonSince 15 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 6 December 2023 |
| Series 65 | Uniform Investment Adviser Law Examination | 9 November 2023 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Aaron Musco
- CRD
- 7834991
- Firm
- Pinnacle Wealth Advisors · CRD 117517
- Office
- 300 SE Reed Market Rd., Ste 255, Bend, OR 97702
- Registration
- Investment adviser registration
- In the industry since
- December 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thinkpinnacle.com
Where does Michael Musco work?
Michael Musco is an investment adviser representative registered through Pinnacle Wealth Advisors, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Michael Musco a financial advisor?
Yes. Michael Musco has a current investment-adviser registration in Oregon, through Pinnacle Wealth Advisors since June 2026.
How many years of experience does Michael Musco have?
Michael Musco has 2 years in the financial industry, since December 2023, across 2 adviser firms.
What exams has Michael Musco passed?
Michael Musco has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in November 2023.
Where did Michael Musco work before Pinnacle Wealth Advisors?
Before Pinnacle Wealth Advisors, Michael Musco was registered through Equilus Group Inc, November 2023 to May 2026.
Where is Michael Musco based?
Michael Musco’s registered office is in Bend, OR.
Is Michael Musco registered with FINRA?
No. Michael Musco has no current broker registration.
How can I verify Michael Musco’s record?
Search CRD 7834991 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Musco’s full registration record.
