Robert P. Mascali
Professional summary
Robert Philip Mascali, who also goes by Robert P. Mascali, is a registered financial advisor currently at MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC located in West Tisbury, Massachusetts.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Robert has worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Philip Mascali's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 25, 2022 - Present
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
Office #1: 496 State Rd, West Tisbury, MA 02575Primary Firm SEC Registration
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
CRD#: 291599 / SEC#: 801-112370
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/25/2022)
Exams
Current Firm
MARTHA'S VINEYARD INVESTMENT ADVISORS, LLC
CRD#: 291599 / SEC#: 801-112370
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 431 |
| AUM (Assets Under Management) | $ 280,709,177 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/08/2025 | ||
| 07/03/2025 | ||
| 01/22/2025 | ||
| 07/21/2023 | ||
| 01/12/2023 |
Red Flags
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