Kevin Mastaler, financial advisor Delray Beach FL
93 score

Kevin Mastaler

CRD Number: 5468978
Current Firm: Maclendon Wealth Management, LLC

Kevin Mastaler (CRD# 5468978) is an Investment Advisor Representative working at Maclendon Wealth Management, LLC in Delray Beach, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Comprehensive Asset Management & Servicing, Inc. Parsippany, NJ May 2014 - Current 2
Maclendon Wealth Management, LLC Delray Beach, FL May 2012 - Current 4
Raymond James & Associates, Inc. Palm Beach Gardens, FL Jul 2008 - Jun 2012 3
Amerprise Financial Services Gainesville, FL Jan 2008 - Jun 2008 < 1
Unemployed Gainesville, FL Jul 2007 - Dec 2007 < 1
University Of Florida Gainesville, FL Jun 2003 - Dec 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2012
S66 NASAA Uniform Combined State Law Examination Jun 2008
S63 Uniform Securities State Law Examination Feb 2015
Contact Info for Kevin C. Mastaler
Phone Number: (561) 293-3520
Firm Website: http://www.maclendon.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    117
    MILLIONS
  • Total Number of Accounts
    158
    ACCOUNTS
  • Average Account Value
    $738,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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