Maseco Private Wealth

Maseco Private Wealth (CRD# 147686) is a financial advisory firm headquartered in London, . They manage $1,186,765,330 in 1,726 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,187
    MILLION
  • Total Number of Accounts
    1,726
    ACCOUNTS
  • Average Account Value
    $687,581
Compensation Options
  • A percentage of assets under your management
  • 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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, MA, MI, NC, NJ, NY, PA, TX, WI

Financial Advisors at Maseco Private Wealth
Showing 1 - 9 of 9 top financial advisors.
1
Ashley J. Scher
CRD#: 5283516
Burleigh House, 357 Strand, London, WC2R
96
Wealthminder
score

Ashley Scher (CRD# 5283516) is an Investment Advisor Representative working at Maseco Private Wealth in London, and has over 11 years of experience in the finance industry. Ashley Scher has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David R. Dorman
CRD#: 5781886
Burleigh House, 357 Strand, London, WC2R
93
Wealthminder
score

David Dorman (CRD# 5781886) is an Investment Advisor Representative working at Maseco Private Wealth in London, and has over 8 years of experience in the finance industry.

3
Andrea L. Solana
CRD#: 5143664
Burleigh House, 357 Strand, London, WC2R
93
Wealthminder
score

Andrea Solana (CRD# 5143664) is an Investment Advisor Representative working at Maseco Private Wealth in London, and has over 12 years of experience in the finance industry.

4
James R. Sellon
CRD#: 5502102
Burleigh House, 357 Strand, London, WC2R
90
Wealthminder
score

James Sellon (CRD# 5502102) is an Investment Advisor Representative working at Maseco Private Wealth in London, and has 1 year of experience in the finance industry.

5
Barry Brosnan
CRD#: 6466077
Burleigh House, 357 Strand, London, WC2R
87
Wealthminder
score

Barry Brosnan (CRD# 6466077) is an Investment Advisor Representative working at Maseco Private Wealth in London, and has 1 year of experience in the finance industry.

6
Henry Q. Findlater
CRD#: 6773917
Burleigh House, 357 Strand, London, WC2R
87
Wealthminder
score

Henry Findlater (CRD# 6773917) is an Investment Advisor Representative working at Maseco Private Wealth in London, and has 1 year of experience in the finance industry.

7
Cormac Naughten
CRD#: 6903998
Burleigh House, 357 Strand, London, WC2R
87
Wealthminder
score

Cormac Naughten (CRD# 6903998) is an Investment Advisor Representative working at Maseco Private Wealth in London, and has 1 year of experience in the finance industry.

8
Joshua E. Matthews
CRD#: 3054193
Burleigh House, 357 Strand, London Wc2r 0hs,
83
Wealthminder
score

Joshua Matthews (CRD# 3054193) is an Investment Advisor Representative working at Maseco Private Wealth in London Wc2r 0hs, and has over 19 years of experience in the finance industry.

9
Mark E. Scher
CRD#: 4480443
Burleigh House, 357 Strand, London, WC2R
83
Wealthminder
score

Mark Scher (CRD# 4480443) is an Investment Advisor Representative working at Maseco Private Wealth in London, and has over 16 years of experience in the finance industry.

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