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EM

Emilio D. Masci

APERTURE ADVISORS
WEST PALM BEACH, FL
CRD#: 3269833
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EM
Emilio Dorino MasciAPERTURE ADVISORS

Professional summary

Emilio Dorino Masci, who also goes by Emilio Masci, is a registered financial advisor currently at APERTURE ADVISORS LLC located in West Palm Beach, Florida.

Emilio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Emilio has worked at 2 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Emilio Masci

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Emilio Dorino Masci'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

October 27, 2023 - Present

APERTURE ADVISORS LLC

RIA
CRD#: 327627
WEST PALM BEACH, FL
Past

August 14, 1999 - August 31, 1999

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

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
New York
(10/27/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/9/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 8/9/1999
General Securities Representative Examination

Current Firm

AA
APERTURE ADVISORS LLC
APERTURE ADVISORS LLC | FOREST HILL INVESTMENT ADVISORS LLC | FOREST HILL ADVISORS LLC

CRD#: 327627 / SEC#: 801-128541

RIA
Registered Investment Advisory firm - (8/14/2023 120-Day Approval)
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Contact information

Main Address
West Palm Beach, FL
Mailing Address
Phone number
(917) 734-2804
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2B CHRISTIAN DE BERARDINIS (12/9/2024)
FORM ADV PART 2A - APERTURE ADVISORS LLC (12/9/2024)
0

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.

Company Information

APERTURE ADVISORS LLC

CRD#: 327627West Palm Beach, FL

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