Nicholas Mastrianni, financial advisor New York NY

Nicholas Mastrianni

CRD Number: 6595458
Current Firm: Fidelity Personal And Workplace Advisors

Nicholas Mastrianni (CRD# 6595458) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC New York, NY Feb 2017 - Current 4
The Ayco Company, L.p./mercer Allied Albany, NY Aug 2015 - Feb 2017 1
The Ayco Company, LP Albany, NY Jun 2015 - Aug 2015 < 1
Wells Fargo Advisors Poughkeepsie, NY Sep 2014 - May 2015 < 1
Marist College Poughkeepsie, NY Aug 2011 - May 2015 3
New York Business Development Corp Albany, NY May 2014 - Apr 2015 < 1
Price Chopper Schnectady, NY Jun 2013 - Aug 2013 < 1
Price Chopper Schenectady, NY Jun 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2016
Contact Info for Nicholas C. Mastrianni
Phone Number: 617-563-7000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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