Christopher J. Masso

MASSO TORRENCE WEALTH MANAGEMENT

Marlton, NJ 08053

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CRD#: 2671130

Professional summary

Christopher Joseph Masso, who also goes by Christopher J Masso, is a registered financial advisor currently at MASSO TORRENCE WEALTH MANAGEMENT INC. located in Marlton, New Jersey and FARTHER located in Marlton, New Jersey.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Christopher has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher J Masso

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. FIXED INSURANCE SALES. SAME ADDRESS. Less than 10% of time. 2. TRUSTEE OF COMPANY RETIREMENT PLAN, MASSO-TORRENCE WEALTH MANAGEMENT 401K; CONDUCTED AT BRANCH LOCATION; INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Joseph Masso's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 20, 2021 - Present

MASSO TORRENCE WEALTH MANAGEMENT INC.

Office #1: 270 N Elmwood Road Suite H-160, Marlton, NJ 08053

RIA

CRD#: 311097

Marlton, NJ

Current

October 15, 2025 - Present

FARTHER

Office #1: 270 N. Elmwood Road Suite H-160, Marlton, NJ 08053

RIA

CRD#: 302050

Marlton, NJ

Past

January 4, 2008 - December 31, 2020

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

MARLTON, NJ

Past

January 4, 2008 - December 31, 2020

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

MARLTON, NJ

Past

October 24, 2002 - January 14, 2008

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

MT. LAUREL, NJ

Past

July 31, 2002 - January 14, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

MT. LAUREL, NJ

Past

January 13, 2001 - August 2, 2002

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

Past

September 1, 1997 - January 13, 2001

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

July 7, 1997 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

Past

October 11, 1996 - June 6, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

November 17, 1995 - July 9, 1996

NATHAN & LEWIS SECURITIES, INC.

CRD#: 8503

NEW YORK, NY

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".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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
(3/5/2024)

IAR

New Jersey
(1/20/2021)

IAR

Pennsylvania
(10/2/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/15/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/23/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/4/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/10/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/16/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

Red Flags

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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Firm Stability Insights

Christopher J. Masso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Joseph Masso's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

ALEX. BROWN & SONS INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NATHAN & LEWIS SECURITIES, INC.

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/1996

Series 63

Date: 10/23/1996

SIE

Date: 10/1/2018

Series 31

Date: 8/4/2009

Series 7

Date: 10/10/1996

Series 6

Date: 11/16/1995

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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