Cassandra Mascera, financial advisor Morristown NJ

Cassandra Mascera

CRD Number: 6199733
Current Firm: Charles Schwab & Company, Inc.

Cassandra Mascera (CRD# 6199733) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Morristown, NJ and has over 10 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Charles Schwab Bank Millburn, NJ Mar 2017 - Current 7
Charles Schwab & Company, Inc. Millburn, NJ Mar 2017 - Current 7
Pnc Bank Clifton, NJ Aug 2016 - Mar 2017 < 1
Pnc Investments Pittsburgh, PA Aug 2016 - Mar 2017 < 1
Purshe Kaplan Sterling Investments Albany, NY Oct 2014 - Aug 2016 1
Mcadam LLC Jersey City, NJ Oct 2014 - Aug 2016 1
Ing Financial Partners Jersey City, NJ Sep 2013 - Oct 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Cassandra F. Mascera
Phone Number: 415-667-7000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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