Christopher Mastro
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Christopher Mastro, Christopheer Mastro
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
Disclosures on record.
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.
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
Years of Experience
4 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
Current Firm
IMPACT FIDUCIARY LLC
Contact Information
Main Address
21 Miller Alley Suite 210, Pasadena, CA 91105Phone Number
(323) 615-1427# of Employees
3SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
705AUM (Assets Under Management)
$155,000,000Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
Primary Firm SEC Registration
IMPACT FIDUCIARY LLC
State Registrations and Notice Filings
(3/16/2022)
(12/11/2024)
(9/6/2022)
(8/26/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Mastro's CRS (Customer Relationship Summary).
Similar Advisors
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
RBC CAPITAL MARKETS, LLC