Maseco Private Wealth

Maseco Private Wealth (CRD# 147686) is a financial advisory firm headquartered in London, . They manage $1,073,395,015 in 1,560 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,073
    MILLION
  • Total Number of Accounts
    1,560
    ACCOUNTS
  • Average Account Value
    $688,074
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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, NJ, NY, PA, TX

Financial Advisors at Maseco Private Wealth
Showing 1 - 7 of 7 top financial advisors.
1
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 7 years of experience in the finance industry.

2
Ashley J. Scher
CRD#: 5283516
Burleigh House, 357 Strand, London, WC2R
93
Wealthminder
score

Ashley Scher (CRD# 5283516) is an Investment Advisor Representative working at Maseco Private Wealth in London, and has over 10 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 11 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
Joshua E. Matthews
CRD#: 3054193
Burleigh House, 357 Strand, London, WC2R
83
Wealthminder
score

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

7
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 15 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.