Unclaimed Profile

Christopher Joseph Masso

MASSO TORRENCE WEALTH MANAGEMENT INC.·MARLTON, New Jersey

SIE, Series 6, Series 7, Series 31, Series 63, Series 6523 years registeredMASSO TORRENCE WEALTH MANAGEMENT INC.

270 N ELMWOOD ROAD, MARLTON, NJ 08053CRD# 2671130Firm CRD# 311097

Profile Verification

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

Identity

Christopher Joseph Masso · MARLTON, NJ

Registration

CRD #2671130 · MASSO TORRENCE WEALTH MANAGEMENT INC. · 23 years registered

Brand Profile

Not yet started

Career History

FARTHER

Oct 2025 – present

MASSO TORRENCE WEALTH MANAGEMENT INC.

Jan 2021 – Nov 2025

MARLTON, NJ

COMMONWEALTH FINANCIAL NETWORK

Jan 2008 – Dec 2020

MARLTON, NJ

UBS FINANCIAL SERVICES INC.

Oct 2002 – Jan 2008

MT. LAUREL, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · October 24, 2002

Years registered · 23

Disclosure History

2004Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

MASSO TORRENCE WEALTH MANAGEMENT INC.

CRD 311097 · SEC 801-119843

AUM

$248M

Regulatory assets under management

Employees

621 client accounts

Services offered by MASSO TORRENCE WEALTH MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MASSO TORRENCE WEALTH MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Christopher Joseph Masso offer?

Christopher Joseph Masso specializes in Financial Planning, Investment Management. Contact their office in MARLTON, New Jersey for a consultation.

What are Christopher Joseph Masso's credentials?

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

Where is Christopher Joseph Masso located?

Christopher Joseph Masso is based in MARLTON, New Jersey, working with MASSO TORRENCE WEALTH MANAGEMENT INC.. Their office serves clients in the MARLTON metropolitan area and surrounding communities.

How does Christopher Joseph Masso charge for services?

Christopher Joseph Masso'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 MASSO TORRENCE WEALTH MANAGEMENT INC.?

MASSO TORRENCE WEALTH MANAGEMENT INC. has approximately 5 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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