Cassandra J. Mastromarino

SALTBOX FINANCIAL

San Antonio, TX

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CRD#: 6714282

Professional summary

Cassandra Jo Mastromarino, who also goes by Cassandra J Gonzales, Cassandra Jo Gonzales, Cassy Jo Gonzales, Cassandra Jo Sauceda, is a registered financial advisor currently at SALTBOX FINANCIAL LLC located in San Antonio, Texas.

Cassandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Cassandra has worked at 3 firms and has passed the Series 66, SIE, Series 7TO and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cassandra J Gonzales | Cassandra Jo Gonzales | Cassy Jo Gonzales | Cassandra Jo Sauceda

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 Cassandra Jo Mastromarino'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®

None

Experience

Current

May 5, 2026 - Present

SALTBOX FINANCIAL LLC

RIA

CRD#: 130882

San Antonio, TX

Past

January 31, 2023 - April 14, 2026

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

San Antonio, TX

Past

January 13, 2023 - April 14, 2026

J.P. MORGAN SECURITIES LLC

CRD#: 79

San Antonio, TX

Past

March 1, 2017 - August 19, 2020

EDWARD JONES

RIA

CRD#: 250

NEW BRAUNFELS, TX

Past

December 1, 2016 - August 19, 2020

EDWARD JONES

CRD#: 250

NEW BRAUNFELS, TX

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

Texas
(5/5/2026)

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 66

Date: 1/30/2023

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/14/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 1/13/2023

General Securities Representative Examination

General Industry/Product Exam

Series 7

Date: 12/1/2016

General Securities Representative Examination

Current Firm

SALTBOX FINANCIAL LLC

CHARLO MAURER | SALTBOX FINANCIAL LLC | PEACE OF MONEY LLC | PEACE OF MONEY

CRD#: 130882 / SEC#:

Colorado

Registered Investment Advisory firm - (2/27/2026 Terminated)

Idaho

Registered Investment Advisory firm - (2/25/2025 Approved)

Louisiana

Registered Investment Advisory firm - (10/13/2023 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/16/1999 Approved)

New Hampshire

Registered Investment Advisory firm - (7/27/2017 Approved)

North Carolina

Registered Investment Advisory firm - (5/1/2025 Approved)

Texas

Registered Investment Advisory firm - (9/1/2021 Conditional Restricted)

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).

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Contact information

Main Address

110 Haverhill Rd. Suite 307, Amesbury, MA 01913

Mailing Address

Phone number

(978) 572-2071

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	184
AUM (Assets Under Management)	$ 97,252,024

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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Cassandra J. Mastromarino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cassandra Jo Mastromarino's CRS (Customer Relationship Summary).

Certified licenses

Experience

SALTBOX FINANCIAL LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 1/30/2023

SIE

Date: 1/14/2023

Series 7TO

Date: 1/13/2023

Series 7

Date: 12/1/2016

Current Firm

SALTBOX FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SALTBOX FINANCIAL LLC

TRUST BUT VERIFY

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