William Masucci (CRD# 1267408) is an Investment Advisor Representative working at Royale Asset Management LLC in Rochester, NY and has over 39 years of experience in the finance industry.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 5760889
Osaic Wealth, Inc.
CRD# 862821
Novem Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royale Asset Management LLC | Rochester, NY | Nov 2015 - Current | 8 |
| Large Single Family Office | Rochester, NY | Sep 2000 - Nov 2015 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1984 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2021 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management68MILLIONS
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Total Number of Accounts53ACCOUNTS
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Average Account Value$1,288,343
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
NY
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