Dana Mascalo, financial advisor Milford CT

Dana Mascalo

CRD Number: 5050953
Current Firm: Trinitypoint Wealth, LLC

Dana Mascalo (CRD# 5050953) is an Investment Advisor Representative working at Trinitypoint Wealth, LLC in Milford, CT and has over 18 years of experience in the finance industry. Dana Mascalo 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.

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Professional Designations
Company Name Location Dates Years
Trinitypoint Wealth, LLC Milford, CT May 2018 - Current 5
Purshe Kaplan Sterling Investments Albany, NY Mar 2013 - Current 11
Beirne Wealth Consulting Services, LLC Shelton, CT Mar 2013 - May 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Dana R. Mascalo
By the Numbers
  • Total Assets Under Management
    1,149
    MILLIONS
  • Total Number of Accounts
    3,980
    ACCOUNTS
  • Average Account Value
    $288,702
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, MA, ME, NC, NH, NJ, NY, PA, RI, SC, TN, TX, VA, WA

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