RM
Renato R. Mastrogiovanni
HEALTHVIEW ASSET MANAGEMENT
Danvers, MA 01923
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CRD#: 7978796
RM
Professional summary
Renato Ron Mastrogiovanni, who also goes by Ronny Mastrogiovanni, is a registered financial advisor currently at HEALTHVIEW ASSET MANAGEMENT, INC. located in Danvers, Massachusetts.
Renato is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Renato has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ronny Mastrogiovanni
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.
CRS (Client Relationship Summary) - RIA
Click below to view Renato Ron Mastrogiovanni'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®
NoneExperience
Current
September 16, 2024 - Present
HEALTHVIEW ASSET MANAGEMENT, INC.
Office #1: 55 Ferncroft Road, Danvers, MA 01923RIA
CRD#: 141884
Danvers, MA
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".
HA
HEALTHVIEW ASSET MANAGEMENT, INC.
BENNINGTON ASSET MANAGEMENT, INC. | HEALTHVIEW ASSET MANAGEMENT, INC. | BENNINGTON FINANCIAL GROUP, INC.
CRD#: 141884 / SEC#: 801-131629
RIA
Registered Investment Advisory firm - (12/16/2024 Approved)Massachusetts
Registered Investment Advisory firm - (1/22/2025 Terminated)Michigan
Registered Investment Advisory firm - (1/31/2025 Terminated)New York
Registered Investment Advisory firm - (1/22/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/23/2025 Terminated)West Virginia
Registered Investment Advisory firm - (10/1/2014 Terminated)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
Massachusetts(9/16/2024)
Current Firm
HA
HEALTHVIEW ASSET MANAGEMENT, INC.
BENNINGTON ASSET MANAGEMENT, INC. | HEALTHVIEW ASSET MANAGEMENT, INC. | BENNINGTON FINANCIAL GROUP, INC.
CRD#: 141884 / SEC#: 801-131629
RIA
Registered Investment Advisory firm - (12/16/2024 Approved)Massachusetts
Registered Investment Advisory firm - (1/22/2025 Terminated)Michigan
Registered Investment Advisory firm - (1/31/2025 Terminated)New York
Registered Investment Advisory firm - (1/22/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/23/2025 Terminated)West Virginia
Registered Investment Advisory firm - (10/1/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
219 N Main Street, Pittsburgh, PA 15215
Mailing Address
Phone number
(412) 782-5400
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 180 |
| AUM (Assets Under Management) | $ 99,812,000 |
Red Flags
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Company Information
HEALTHVIEW ASSET MANAGEMENT, INC.
CRD#: 141884Danvers, MA 01923TRUST BUT VERIFY
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