Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mastroianni is a financial advisor in NEWTON, MA, and has been in the industry for over 10 years. David currently works for RWA Wealth Partners, a firm with over 71 employees. David is registered with the state of Massachusetts. David has been registered with the state of Massachusetts since October 20, 2014.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
1
2
MA
10/20/2014 - Present
RWA Wealth Partners (NEWTON MA)
MA
07/23/2013 - 05/23/2014
LPL FINANCIAL LLC (BOSTON MA)
MA
09/03/2010 - 09/18/2012
SIGNATOR INVESTORS, INC. (NEEDHAM HEIGHTS MA)
IA
Issued 10/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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