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Julius Randall Mascagni

MASCAGNI WEALTH MANAGEMENT, INC.·CLINTON, Mississippi
SIE, Series 7, Series 24, Series 63CFP32 years registeredMASCAGNI WEALTH MANAGEMENT, INC.
205 E. MAIN STREET, CLINTON, MS 39056CRD# 1833071Firm CRD# 115046

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julius Randall Mascagni · CLINTON, MS
Registration
CRD #1833071 · MASCAGNI WEALTH MANAGEMENT, INC. · 32 years registered
Brand Profile
Not yet started
01

Career History

MASCAGNI WEALTH MANAGEMENT, INC.
Jun 2012 – present
MASCAGNI WEALTH MANAGEMENT
May 1996 – May 2012
CLINTON, MS
BTS ASSET MANAGEMENT, INC.
Jan 1994 – Dec 2002
CLINTON, MS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Registration record
First registered · January 21, 1994
Years registered · 32
Professional designation · CFP
03

Disclosure History

2002Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
MASCAGNI WEALTH MANAGEMENT, INC.
CRD 115046 · SEC 801-110839
AUM
$313M
Regulatory assets under management
Employees
5
1,748 client accounts
Services offered by MASCAGNI WEALTH MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MASCAGNI WEALTH MANAGEMENT, INC. →
Introduction

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05

Frequently Asked Questions

What services does Julius Randall Mascagni offer?
Julius Randall Mascagni specializes in Financial Planning, Investment Management. Contact their office in CLINTON, Mississippi for a consultation.
What are Julius Randall Mascagni's credentials?
Julius Randall Mascagni holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Julius Randall Mascagni located?
Julius Randall Mascagni is based in CLINTON, Mississippi, working with MASCAGNI WEALTH MANAGEMENT, INC.. Their office serves clients in the CLINTON metropolitan area and surrounding communities.
How does Julius Randall Mascagni charge for services?
Julius Randall Mascagni'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 MASCAGNI WEALTH MANAGEMENT, INC.?
MASCAGNI WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MASCAGNI WEALTH MANAGEMENT, INC.

Matthew Patrick Brown
CLINTON, MS
CFP
Julie Kay Sanders
CLINTON, MS

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Nearby cities in Mississippi
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Research
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