Stephano MastroCRD 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.
St. Pete Financial Group
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
|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|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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