Unclaimed Profile

Kevin Christopher Mastaler

MACLENDON WEALTH MANAGEMENT, LLC·DELRAY BEACH, Florida

SIE, Series 7, Series 63, Series 65, Series 66Clean record13 years registeredMACLENDON WEALTH MANAGEMENT, LLC

137 NW 1ST AVENUE, DELRAY BEACH, FL 33444CRD# 5468978Firm CRD# 157819

Profile Verification

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

Identity

Kevin Christopher Mastaler · DELRAY BEACH, FL

Registration

CRD #5468978 · MACLENDON WEALTH MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MACLENDON WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

Aug 2021 – Oct 2021

WEST PALM BEACH, FL

MACLENDON WEALTH MANAGEMENT, LLC

Oct 2012 – Jun 2021

DELRAY BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · October 2, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MACLENDON WEALTH MANAGEMENT, LLC

CRD 157819 · SEC 801-72376

AUM

$123M

Regulatory assets under management

Employees

123 client accounts

Services offered by MACLENDON WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MACLENDON WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Christopher Mastaler offer?

Kevin Christopher Mastaler specializes in Financial Planning, Investment Management, Wealth Management.

What are Kevin Christopher Mastaler's credentials?

Kevin Christopher Mastaler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Christopher Mastaler located?

Kevin Christopher Mastaler is based in DELRAY BEACH, Florida, last registered with MACLENDON WEALTH MANAGEMENT, LLC.

How does Kevin Christopher Mastaler charge for services?

Kevin Christopher Mastaler's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MACLENDON WEALTH MANAGEMENT, LLC?

MACLENDON WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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