Andrew R. Mastro
WROUGHT FINANCIAL PLANNING
Haddonfield, NJ 08033
Some features on this profile are disabled
CRD#: 4980327
Professional summary
Andrew Ross Mastro, CFP®, who also goes by Andrew R Mastro, Andrew Mastro, is a registered financial advisor currently at WROUGHT FINANCIAL PLANNING located in Haddonfield, New Jersey.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Andrew has worked at 4 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.
Biography
Hi, I’m Andrew!
Wrought Advisors was founded because you should have the option to work with a fee-only advisor, free from the conflicts of interest of old Wall Street. By implementing, the Wrought Roadmap, my proprietary financial planning process, I help my clients reduce taxes, invest, and make smart financial decisions so you feel confident in the choices you are making today and the plans you make for the future. I love what I do and it brings me such fulfillment to see my clients’ succeed.
I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, and commercial real estate) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Advisors.
I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. I enjoy traveling and sharing new experiences with my girls and coaching their sports teams. Giving back to my community is important to me so I am a member of the Rotary Club of Haddonfield where we support many local, regional, and even some international projects. With whatever free time is left to me I love to read, work on home improvement projects, jog with my dog, cycle, ski, and squeeze in the increasingly rare round of golf.
Question & Answer
What are your service offerings?
Tax Planning
Socially Responsible Investing
Investment Planning
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Alternative or Private Investm...
College/Education Planning
Fixed Fee (Subscription, Retai...
Generation X
Millennials
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Andrew R Mastro | Andrew Mastro
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Ross Mastro'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®
CFP®
Start date: 2021
Experience
Current
August 23, 2021 - Present
WROUGHT FINANCIAL PLANNING
Office #1: 35 Kings Highway East Suite 105b, Haddonfield, NJ 08033RIA
CRD#: 314597
Haddonfield, NJ
Past
July 18, 2017 - August 23, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MOUNT LAUREL, NJ
Past
June 28, 2017 - August 23, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MOUNT LAUREL, NJ
Past
January 5, 2015 - December 6, 2016
FS INVESTMENT SOLUTIONS, LLC
BD
CRD#: 145244
PHILADELPHIA, PA
Past
May 18, 2009 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
BD
CRD#: 16361
BOSTON, MA
Past
June 6, 2006 - December 1, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WESTBOROUGH, MA
Past
August 26, 2005 - December 1, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WESTBOROUGH, MA
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 Jersey(8/23/2021)
IAR
Pennsylvania(7/22/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WROUGHT FINANCIAL PLANNING
WROUGHT ADVISORS | WROUGHT FINANCIAL PLANNING | WROUGHT ADVISORS LLC | WROUGHT ADVISORS DBA WROUGHT FINANCIAL PLANNING
CRD#: 314597 / SEC#:
Delaware
Registered Investment Advisory firm - (11/5/2025 Approved)New Jersey
Registered Investment Advisory firm - (8/23/2021 Approved)Pennsylvania
Registered Investment Advisory firm - (7/22/2024 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
35 Kings Highway East Suite 105b, Haddonfield, NJ 08033
Mailing Address
Phone number
(856) 249-9980
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 251 |
| AUM (Assets Under Management) | $ 35,659,771 |
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.
