GM
Gregory R. Mastrandrea
EAST COAST WEALTH MANAGEMENT
Florham Park, NJ 07932
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CRD#: 6383994
GM
Professional summary
Gregory Robert Mastrandrea is a registered financial advisor currently at EAST COAST WEALTH MANAGEMENT, INC. located in Florham Park, New Jersey.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Gregory has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
GREGORY MASTRANDREA IS THE OWNER OF PROCAST ANALYTICS, LLC A NJ BASED SOFTWARE DEVELOPMENT AND SERVICE PROVIDER SINCE JUNE 13, 2013.
ADDRESS: 181 NEW ROAD, SUITE 226 PARSIPPANY, NEW JERSEY 07054
BUSINESS IS NON-INVESTMENT RELATED
POSITION: 100% OWNER
DUTIES: OVERSEE DEVELOPMENT OF SOFTWARE CODE AND IT CONSULTING FOR INDIVIDUALS AND BUSINESSES
NUMBER OF HOURS DEVOTED TO THIS BUSINESS PER MONTH IS 40 HOURS PER MONTH DURING NON-TRADING HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Robert Mastrandrea'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®
NoneExperience
Current
October 7, 2014 - Present
EAST COAST WEALTH MANAGEMENT, INC.
Office #1: 220 Ridgedale Avenue Suite A3, Florham Park, NJ 07932RIA
CRD#: 136155
Florham Park, 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".
EC
EAST COAST WEALTH MANAGEMENT, INC.
EAST COAST WEALTH MANAGEMENT, INC. | MASTRANDREA FINANCIAL SERVICES, INC
CRD#: 136155 / SEC#: 801-132522
RIA
Registered Investment Advisory firm - (4/29/2025 Approved)Delaware
Registered Investment Advisory firm - (5/5/2025 Terminated)Florida
Registered Investment Advisory firm - (5/5/2025 Terminated)New Jersey
Registered Investment Advisory firm - (5/7/2025 Terminated)New York
Registered Investment Advisory firm - (5/5/2025 Terminated)Texas
Registered Investment Advisory firm - (5/5/2025 Terminated)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(10/7/2014)
IAR
New York(2/20/2021)
IAR
Texas(3/9/2020)
Current Firm
EC
EAST COAST WEALTH MANAGEMENT, INC.
EAST COAST WEALTH MANAGEMENT, INC. | MASTRANDREA FINANCIAL SERVICES, INC
CRD#: 136155 / SEC#: 801-132522
RIA
Registered Investment Advisory firm - (4/29/2025 Approved)Delaware
Registered Investment Advisory firm - (5/5/2025 Terminated)Florida
Registered Investment Advisory firm - (5/5/2025 Terminated)New Jersey
Registered Investment Advisory firm - (5/7/2025 Terminated)New York
Registered Investment Advisory firm - (5/5/2025 Terminated)Texas
Registered Investment Advisory firm - (5/5/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
220 Ridgedale Avenue Suite A3, Florham Park, NJ 07932
Mailing Address
Phone number
(973) 396-8626
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 254 |
| AUM (Assets Under Management) | $ 124,802,447 |
Red Flags
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