Robert Mascia (CRD# 6002851) is an Investment Advisor Representative working at Green Ridge Wealth Planning LLC in Montville, NJ and has over 11 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Green Ridge Wealth Planning LLC | Montville, NJ | May 2019 - Current | 4 |
| Green Ridge Wealth Planning LLC | Montville, NJ | Jan 2016 - Current | 8 |
| Gladstone Wealth Group | Bedminster, NJ | Apr 2016 - Sep 2019 | 3 |
| Lpl Financial LLC | Basking Ridge, NJ | Feb 2016 - Sep 2019 | 3 |
| Metlife Securities Inc. | Fairfield, NJ | Aug 2014 - Feb 2016 | 1 |
| Mml Investors Services LLC | Bridgewater, NJ | Dec 2011 - Aug 2014 | 2 |
| Massmutual Life Insurance Company | Bridgewater, NJ | Nov 2011 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
- NH
- NJ
- TX
-
Total Assets Under Management241MILLIONS
-
Total Number of Accounts699ACCOUNTS
-
Average Account Value$344,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
FL, NH, NJ, NY, TX
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