RM
Robert M. Mastrandrea
EAST COAST WEALTH MANAGEMENT
Florham Park, NJ 07932
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CRD#: 1500460
RM
Professional summary
Robert Michael Mastrandrea, who also goes by Robert Mastrandrea, is a registered financial advisor currently at EAST COAST WEALTH MANAGEMENT, INC. located in Florham Park, New Jersey.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Robert has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 27 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Mastrandrea
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)ROBERT MASTRANDREA, CPA & ASSOCIATES, LLC, AS OWNER, SINCE MAY 2005,PROVIDES CONSULTING AND TAX SERVICES. BUSINESS IS NON-INVESTMENT RELATED, APPROX. 28 HOURS PER MONTH IS ESTIMATED.
LOCATED AT: 220 RIDGEDALE AVE., SUITE A3, FLORHAM PARK, NJ 07932. ROBERT IS ALSO LICENSED TO SELL INSURANCE PRODUCTS THROUGH VARIOUS LIFE INSURANCE COMPANIES.
2)EAST COAST WEALTH MGT., INC; YES; 220 RIDGEDALE AVE., SUITE A3, FLORHAM PARK, NJ 07932; ADVISORY SERVCIES, INSURANCE AND TAX; PRESIDENT; JAN 2005; 160; 60; OVERSEES CLIENT PORTFOLIOS, PROVIDE FINANCIAL PLANNING, SELL INSURANCE AND PREPARE TAX RETURNS.
3) RGA REALTY, LLC-NOT INVESTMENT RELATED-220 RIDGEDALE AVE., SUITE A3, FLORHAM PARK, NJ 07932-OWNER-3/2016-8 HRS/MTH-0 DURING TRADING HRS-OWNER OF SINGLE MEMBER LLC FOR THE PURPOSE OF REAL ESTATE RENTALS.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Michael Mastrandrea's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 2, 2005 - Present
EAST COAST WEALTH MANAGEMENT, INC.
Office #1: 220 Ridgedale Avenue Suite A3, Florham Park, NJ 07932RIA
CRD#: 136155
Florham Park, NJ
Past
August 8, 2007 - July 15, 2016
PKS ADVISORY SERVICES, LLC
RIA
CRD#: 125648
PARSIPPANY, NJ
Past
February 14, 2005 - July 15, 2016
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
PARSIPPANY, NJ
Past
April 21, 2004 - February 11, 2005
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
Past
April 30, 2001 - November 18, 2003
ING FINANCIAL MARKETS LLC
BD
CRD#: 28872
NEW YORK, NY
Past
July 1, 1998 - April 30, 2001
ABN AMRO SECURITIES LLC
BD
CRD#: 6540
NEW YORK, NY
Past
May 16, 1997 - July 1, 1998
ING BARING (U.S.) SECURITIES, INC.
BD
CRD#: 5285
NEW YORK, NY
Past
July 17, 1995 - March 5, 1997
PERSHING LLC
BD
CRD#: 7560
JERSEY CITY, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EC
EAST COAST WEALTH MANAGEMENT, INC.
EAST COAST WEALTH MANAGEMENT, INC. | MASTRANDREA FINANCIAL SERVICES, INC
CRD#: 136155 / SEC#: 801-132522
RIA
Registered Investment Advisory firm - (4/29/2025 Approved)Delaware
Registered Investment Advisory firm - (5/5/2025 Terminated)Florida
Registered Investment Advisory firm - (5/5/2025 Terminated)New Jersey
Registered Investment Advisory firm - (5/7/2025 Terminated)New York
Registered Investment Advisory firm - (5/5/2025 Terminated)Texas
Registered Investment Advisory firm - (5/5/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(9/23/2015)
IAR
New Jersey(8/2/2005)
IAR
New York(2/20/2021)
IAR
Texas(6/7/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
EC
EAST COAST WEALTH MANAGEMENT, INC.
EAST COAST WEALTH MANAGEMENT, INC. | MASTRANDREA FINANCIAL SERVICES, INC
CRD#: 136155 / SEC#: 801-132522
RIA
Registered Investment Advisory firm - (4/29/2025 Approved)Delaware
Registered Investment Advisory firm - (5/5/2025 Terminated)Florida
Registered Investment Advisory firm - (5/5/2025 Terminated)New Jersey
Registered Investment Advisory firm - (5/7/2025 Terminated)New York
Registered Investment Advisory firm - (5/5/2025 Terminated)Texas
Registered Investment Advisory firm - (5/5/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
220 Ridgedale Avenue Suite A3, Florham Park, NJ 07932
Mailing Address
Phone number
(973) 396-8626
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 254 |
| AUM (Assets Under Management) | $ 124,802,447 |
Red Flags
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Company Information
EAST COAST WEALTH MANAGEMENT, INC.
CRD#: 136155Florham Park, NJ 07932TRUST BUT VERIFY
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Contact information
xxxxx@xxxx.xxx
