Unclaimed Profile

Mark Massaro

STAINES FINANCIAL, LLC·ROSEVILLE, California

Clean recordSTAINES FINANCIAL, LLC

1420 ROCKY RIDGE DRIVE, ROSEVILLE, CA 95661CRD# 6856982Firm CRD# 299405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Massaro · ROSEVILLE, CA

Registration

CRD #6856982 · STAINES FINANCIAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark Massaro is a registered financial advisor based in ROSEVILLE, California, affiliated with STAINES FINANCIAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

STAINES FINANCIAL, LLC

AUM

$182M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STAINES FINANCIAL, LLC →

Services

Portfolio management (individuals)

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6856982

Firm CRD# 299405

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Frequently Asked Questions

What services does Mark Massaro offer?

Mark Massaro specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in ROSEVILLE, California for a consultation.

What are Mark Massaro's credentials?

Mark Massaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Massaro located?

Mark Massaro is based in ROSEVILLE, California, working with STAINES FINANCIAL, LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.

How does Mark Massaro charge for services?

Mark Massaro's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STAINES FINANCIAL, LLC?

STAINES FINANCIAL, LLC has approximately 4 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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