Robert J. Mascia

GREEN RIDGE WEALTH PLANNING LLC

MONTVILLE, NJ 07045

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CRD#: 6002851

Professional summary

Robert James Mascia, who also goes by Robert James Velardi Jr, is a registered financial advisor currently at GREEN RIDGE WEALTH PLANNING LLC located in Montville, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert James Velardi Jr

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) 4/30/2018 - Bernards Township - Not Investment Related - Bernards Township, NJ - Non-Profit Board Member - Start Date:04/01/2018 - 6 Hour(s) Per Month/0 Hour(s) During Trading - Bernards Township committee member. 2) Owner; GRWP Enterprises; Investment Related: Yes; Location: 150 River Road, Bldg E3 Montville, NJ 07045; Description of the business: Ownership of office. We own the building and collect rent; Responsibilities Duties: Collection of rent; Start date with business: 2021-07-01; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 15;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert James Mascia'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

June 6, 2019 - Present

GREEN RIDGE WEALTH PLANNING LLC

Office #1: 150 River Road, Montville, NJ 07045

RIA

CRD#: 304236

MONTVILLE, NJ

Past

April 21, 2016 - September 30, 2019

GLADSTONE WEALTH PARTNERS

RIA

CRD#: 250787

BEDMINSTER, NJ

Past

February 2, 2016 - September 25, 2019

LPL FINANCIAL LLC

CRD#: 6413

BASKING RIDGE, NJ

Past

August 27, 2014 - February 4, 2016

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

BASKING RIDGE, NJ

Past

August 22, 2014 - February 4, 2016

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

BASKING RIDGE, NJ

Past

August 19, 2013 - August 22, 2014

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Baskin Ridge, NJ

Past

February 16, 2012 - August 22, 2014

MML INVESTORS SERVICES, LLC

CRD#: 10409

Baskin Ridge, 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".

GREEN RIDGE WEALTH PLANNING LLC

CRD#: 304236 / SEC#: 801-121386

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

New Jersey

Registered Investment Advisory firm - (2/7/2022 Terminated)

New York

Registered Investment Advisory firm - (1/5/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 Hampshire
(3/26/2024)

IAR

New Jersey
(6/6/2019)

IAR

Texas
(6/9/2021)

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: 7/18/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/1/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/17/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/15/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GREEN RIDGE WEALTH PLANNING LLC

CRD#: 304236 / SEC#: 801-121386

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

New Jersey

Registered Investment Advisory firm - (2/7/2022 Terminated)

New York

Registered Investment Advisory firm - (1/5/2022 Terminated)

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Contact information

Main Address

150 River Road Suite E3, Montville, NJ 07045

Mailing Address

Phone number

(973) 554-1770

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GREEN RIDGE WEALTH PLANNING LLC ADV BROCHURE (3/16/2025)

Regulatory assets under management

Total Number of Accounts	806
AUM (Assets Under Management)	$ 301,574,479

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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Advisor Monitoring

Firm Stability Insights

Robert J. Mascia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert James Mascia's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLADSTONE WEALTH PARTNERS

LPL FINANCIAL LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

GREEN RIDGE WEALTH PLANNING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/18/2013

Series 63

Date: 6/1/2012

SIE

Date: 10/1/2018

Series 7

Date: 5/17/2016

Series 6

Date: 2/15/2012

Current Firm

GREEN RIDGE WEALTH PLANNING LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREEN RIDGE WEALTH PLANNING LLC

TRUST BUT VERIFY

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