Victor MastrellaCRD Number: 5060308
Current Firm: Cetera Investment Advisers LLC
Victor Mastrella (CRD# 5060308) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Westlake Village, CA and has over 15 years of experience in the finance industry.
Virtue Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
J.p. Morgan Securities LLC
|First Allied Advisory Services||Schaumburg, IL||Nov 2020 - Current||1|
|First Allied Securities, Inc.||San Diego, CA||Jun 2014 - Current||7|
|First Allied Advisory Services, Inc.||Chesterfield, MO||Jun 2014 - Nov 2020||6|
|Banc Of America Investment Services, Inc.||Westlake Village, CA||Oct 2008 - Jun 2014||5|
|Banc Of America Insurance Services, Inc.||Westlake Village, CA||Oct 2008 - Jun 2014||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2005|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management28,326MILLIONS
Total Number of Accounts129,758ACCOUNTS
Average Account Value$218,298
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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