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Andrew P Massaro

Atcap Partners, LLC

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About Andrew P Massaro

Andrew P. Massaro is a financial advisor with Atcap Partners, LLC. Andrew has been in the financial industry since 2016 and is registered with the state of Connecticut. Andrew's current employment with Atcap Partners, LLC started in August 2022. Andrew holds the Series 7, Series 63, and Series 65 licenses as well as the SIE designation. Andrew's previous employment was with National Securities Corporation. Andrew is currently registered as a registered representative and investment advisor representative. Atcap Partners, LLC provides financial advice and portfolio management services to individuals and businesses.

Firm Information

Andrew Massaro is currently registered with Atcap Partners, LLC. Atcap Partners, LLC is a Rockville, MD-based registered investment advisor with 23 registered representatives and 20 investment advisory professionals. The firm manages approximately $84.2 million in discretionary assets for 288 accounts. Atcap Partners, LLC provides financial planning, portfolio management for individuals and businesses, educational seminars, market timing services, and selection of other advisors. The firm primarily serves high net worth individuals and individuals other than high net worth individuals, managing $42.6 million and $41.7 million in assets for these client types, respectively. Atcap Partners, LLC participates in wrap fee programs.
Atcap Partners, LLC

1445 RESEARCH BOULEVARD

ROCKVILLE, MD 20850

$84.25M

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Wrap fee based on percentage of assets under management

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Andrew Massaro’s Registration & Firm History

CT

08/26/2022 - Present

Atcap Partners, LLC (South Norwalk CT)

CT

05/06/2016 - 01/25/2022

NATIONAL SECURITIES CORPORATION (SOUTH NORWALK CT)

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Licenses & Designations

IA

Issued 03/26/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Andrew P Massaro.
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