Robert Masten, financial advisor Greensboro NC

Robert Masten

CRD Number: 4451836
Current Firm: Adaptfirst Investments LLC

Robert Masten (CRD# 4451836) is an Investment Advisor Representative working at Adaptfirst Investments LLC in Greensboro, NC and has over 22 years of experience in the finance industry.

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Founders Financial Alliance, LLC
Company Name Location Dates Years
Adaptfirst Investments LLC Greensboro, NC Mar 2021 - Current 3
Unemployed Winston-salem, NC Nov 2020 - Mar 2021 < 1
Masten Capital Management Winston-salem, NC Oct 2007 - Nov 2020 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S65 NASAA Investment Advisors Law Examination Jul 2007
Contact Info for Robert P. Masten
Phone Number: 336-937-0025
Registered State(s):
  • NC
Current Firm Details
Adaptfirst Investments LLC
Firm's CRD Number: 289096
By the Numbers
  • Total Assets Under Management
    55
    MILLIONS
  • Total Number of Accounts
    836
    ACCOUNTS
  • Average Account Value
    $66,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, FL, GA, IN, MD, NC, NY, OH, SC, TX

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