William Gerald Mastrodicasa
Professional Summary
William Gerald Mastrodicasa, who also goes by Bill Mastro, William Gereald Mastrodicasa, is a registered financial advisor currently at FIRST PUBLIC, LLC located in Austin, Texas. William is registered as a RR (Registered Representative) and started their career in finance in 1993. William has worked at 7 firms and has passed the Series 63, Series 52TO, Series 57TO, Series 99TO, SIE, Series 55, Series 7, Series 10, Series 9, Series 53, Series 4, Series 24...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bill Mastro, William Gereald Mastrodicasa
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
FIRST PUBLIC, LLC | TASB FINANCIAL SERVICES, LLC
Contact Information
Main Address
12007 Research Blvd, Austin, TX 78759Mailing Address
12007 Research Blvd, Austin, TX 78759Phone Number
(512) 467-3655Established
Texas since 05/14/2003Firm Type
Limited Liability CompanyFiscal Year End
AugustFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(8/26/2024)
(1/12/2025)
(1/30/2004)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Aug 2023About the Series 52TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Oct 2001Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2023About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jan 2023About the Series 9 examSeries 8 — General Securities Sales Supervisor Examination (Options Module & General Module)
Passed Apr 1995SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view William Gerald Mastrodicasa's CRS (Customer Relationship Summary).
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