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Christopher Mastro

IMPACT FIDUCIARY LLC
Pasadena, CA 91105
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CRD#: 7509221
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Professional summary


Christopher Mastro, who also goes by Christopheer Mastro, is a registered financial advisor currently at IMPACT FIDUCIARY LLC located in Pasadena, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Christopher has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Christopheer 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.
Christopher Mastro is the owner of Wellness BioDental, this activity amounts to less than 10 percent of his time.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Mastro'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

March 16, 2022 - Present

IMPACT FIDUCIARY LLC

Office #1: 21 Miller Alley Suite 210, Pasadena, CA 91105
RIA
CRD#: 288345
Pasadena, CA

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
California
(3/16/2022)
IAR
Louisiana
(12/11/2024)
IAR
New York
(9/6/2022)
IAR
Texas
(8/26/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/16/2022
Uniform Investment Adviser Law Examination

Current Firm


IMPACT FIDUCIARY LLC
IMPACT FIDUCIARY LLC
IMPACT FIDUCIARY LLC

CRD#: 288345 / SEC#: 801-134918

California
Registered Investment Advisory firm - (6/6/2017 Approved)
Louisiana
Registered Investment Advisory firm - (12/11/2024 Approved)
New York
Registered Investment Advisory firm - (9/6/2022 Approved)
Texas
Registered Investment Advisory firm - (10/19/2017 Conditional Restricted)
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Contact information


Main Address
21 Miller Alley Suite 210, Pasadena, CA 91105
Mailing Address
Phone number
(323) 615-1427
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IMPACT FIDUCIARY ADV PART 2A & 2B (11/7/2025)

Regulatory assets under management


Total Number of Accounts705
AUM (Assets Under Management)$ 116,000,000

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


IMPACT FIDUCIARY LLC

IMPACT FIDUCIARY LLC

CRD#: 288345Pasadena, CA 91105

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