Stephano Mastro, financial advisor Tampa FL

Stephano Mastro

CRD Number: 7439779
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stephano Mastro (CRD# 7439779) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tampa, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Tampa, FL Oct 2021 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tampa, FL Sep 2021 - Current < 1
Unemployed Tampa, FL May 2020 - Sep 2021 1
South Tampa Subaru Tampa, FL Aug 2020 - Jan 2021 < 1
University Of Tampa Tampa, FL May 2019 - May 2020 1
South Tampa Subaru Tampa, FL Aug 2016 - May 2019 2
Mount St. Mary's University Emmitsburg, MD Aug 2015 - May 2019 3
Unemployed Tampa, FL Jan 2010 - Jul 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Stephano G. Mastro
Phone Number: 800-637-7455
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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