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JM

Joseph Masino

KESTRA ADVISORY SERVICES
Williamsville, NY 14221
Some features on this profile are disabled
CRD#: 7127224
JM
Joseph MasinoKESTRA ADVISORY SERVICES

Professional summary

Joseph Masino, who also goes by Joseph M Masino, Joseph Matthew Masino, Joseph M. Masino, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Williamsville, New York.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joseph has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Joseph M Masino | Joseph Matthew Masino | Joseph M. Masino

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.
Name: CORNERSTONE CAPITAL WEALTH MANAGEMENT POSITION: Relationship Manager NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/22/2026 ADDRESS: 5635 Harris Hill Rd Suite 1, Suite 1, Williamsville NY 14221, United States DESCRIPTION: I work as a relationship manager at CCWM, where I will help provide excellent service and operational execution to existing client relationships and also help bring in new business and cultivate a culture conducive to bringing in new business in the future. Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/22/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Masino'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

July 28, 2026 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 5635 Harris Hill Rd, Williamsville, NY 14221
RIA
CRD#: 283330
Williamsville, NY
Past

August 14, 2025 - January 21, 2026

JFG WEALTH MANAGEMENT, LLC

RIA
CRD#: 285023
Arlington, VA
Past

August 13, 2025 - January 29, 2026

JFG FAMILY OFFICE

RIA
CRD#: 125101
Arlington, VA
Past

July 10, 2024 - July 14, 2025

PENNINGTON PARTNERS & CO., LLC

RIA
CRD#: 282688
BETHESDA, MD
Past

August 27, 2019 - July 22, 2022

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
Rochester, NY
Past

July 18, 2019 - July 22, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
Rochester, NY

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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA
Registered Investment Advisory firm - (12/31/1998 Approved)

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
(7/28/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/13/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/18/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/17/2019
Securities Industry Essentials Examination

Current Firm

KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA
Registered Investment Advisory firm - (12/31/1998 Approved)
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Contact information

Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (11/24/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (11/24/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (11/24/2025)

Regulatory assets under management

Total Number of Accounts155,482
AUM (Assets Under Management)$ 60,174,309,829

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025
Cover Page
Report
12/23/2024
Cover Page
Report
10/20/2023
Cover Page
Report

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

KESTRA ADVISORY SERVICES, LLC

CRD#: 283330Williamsville, NY 14221

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