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Kyle Alexander Mastrianni

Charles Schwab & CO., Inc.

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About Kyle Alexander Mastrianni

Kyle Mastrianni is a financial advisor with Charles Schwab & Co., Inc., located in Albany, NY. Kyle is licensed in 17 states and has been in the industry since March 2017. Kyle has a variety of experience in the financial services industry, having previously worked at J.P. Morgan Securities LLC and Purshe Kaplan Sterling Investments. Kyle holds the Series 7, Series 63, and Series 65 licenses. Kyle specializes in Financial planning, investment management and asset management, which includes providing guidance for individuals, families, and small businesses.

Firm Information

Kyle Mastrianni is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Kyle Mastrianni’s Registration & Firm History

NY

11/13/2024 - Present

Charles Schwab & CO., Inc. (Albany NY)

NY

09/16/2021 - 06/19/2023

J.P. MORGAN SECURITIES LLC (Schenectady NY)

NY

11/02/2020 - 06/24/2021

PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)

NY

12/11/2019 - 11/16/2020

J.P. MORGAN SECURITIES LLC (ALBANY NY)

NY

08/17/2017 - 09/13/2019

PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)

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Licenses & Designations

IA

Issued 09/14/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/12/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/17/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Kyle Alexander Mastrianni.
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