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Joseph M. Masino

Pennington Partners & CO., LLC

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About Joseph M. Masino

Joseph Masino is an investment advisor representative at Pennington Partners & Co., LLC. Joseph is based in Bethesda, Maryland. Joseph is registered with the state of Maryland. Joseph has been in the industry for over 4 years. Joseph has passed the SIE, Series 7 and Series 66 exams. Joseph has experience with clients including high-net-worth individuals and pooled investment vehicles. Pennington Partners & Co., LLC is a Registered Investment Advisor. The firm specializes in providing financial planning, portfolio management, and selection of other advisers. The firm has a large focus on providing financial planning services.

Firm Information

Joseph Masino is currently registered with Pennington Partners & CO., LLC. Pennington Partners & CO., LLC is an investment advisory firm based in Bethesda, Maryland. They provide financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. They primarily serve high-net-worth individuals and pooled investment vehicles. The firm has approximately $2.97 billion in assets under management.
Pennington Partners & CO., LLC

7500 OLD GEORGETOWN ROAD

BETHESDA, MD 20814

$2.97B

Assets Under Management

1

Total Clients

10

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Joseph Masino’s Registration & Firm History

MD

07/10/2024 - Present

Pennington Partners & CO., LLC (BETHESDA MD)

NY

07/18/2019 - 07/22/2022

J.P. MORGAN SECURITIES LLC (Rochester NY)

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Licenses & Designations

BOTH

Issued 08/13/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/18/2019

Series 7TO - General Securities Representative Examination

BC

Issued 06/17/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Joseph M. Masino. Review regulatory record here.
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