Stephen Musser has been an investment adviser representative at Legacy Bridge since October 2023, and is not listed among the firm’s executive officers or direct owners.
Legacy Bridge, LLC is a West Des Moines, IA firm with $426M under management, 67 clients and 3 advisers in one office, as of its March 2026 filing.
Steve Musser is Portfolio Manager of Legacy Bridge. He held positions in sell-side and buy-side research, institutional portfolio management and investment product management, and oversaw a team of nine analysts.
- – present · 3 yearsWest Des Moines, IA · Adviser representative · Firm CRD 282261
Professional designations
Listed by Legacy Bridge
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Stephen Musser is registered as an investment adviser representative in 2 states. Each was approved in October 2023.
- IowaSince 12 October 2023
- South DakotaSince 16 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 11 November 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 6 July 2010 |
| Series 7 | General Securities Representative Examination | 7 June 2010 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Stephen Boyd Musser
- CRD
- 2419967
- Firm
- Legacy Bridge · CRD 282261
- Office
- 5810 GRAND AVE, West Des Moines, IA 50266
- Registration
- Investment adviser registration
- In the industry since
- November 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacybridgepfo.com
Where does Stephen Musser work?
Stephen Musser is an investment adviser representative registered through Legacy Bridge, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is Stephen Musser a financial advisor?
Yes. Stephen Musser has a current investment-adviser registration in Iowa and South Dakota, through Legacy Bridge since October 2023.
How many years of experience does Stephen Musser have?
Stephen Musser has 16 years in the financial industry, since November 2009, across 1 adviser firm.
What exams has Stephen Musser passed?
Stephen Musser has passed 3 licensing exams: the Series 7, Series 66 and Series 63. The earliest, the Series 7, was passed in June 2010. FINRA credited Stephen Musser with the SIE, which began in October 2018.
Where is Stephen Musser based?
Stephen Musser’s registered office is in West Des Moines, IA.
Is Stephen Musser registered with FINRA?
No. Stephen Musser has no current broker registration.
Is Stephen Musser a CFA charterholder?
Legacy Bridge lists Stephen Musser with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Stephen Musser’s record?
Search CRD 2419967 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephen Musser’s full registration record.
- Suzanne HammerCCO
- Timothy KadlecChief Investment Officer
- Michael ZuendelCEO