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Robert James Mascia

GREEN RIDGE WEALTH PLANNING LLC·MONTVILLE, New Jersey
SIE, Series 6, Series 7, Series 63, Series 65Clean record12 years registeredGREEN RIDGE WEALTH PLANNING LLC
150 RIVER ROAD, MONTVILLE, NJ 07045CRD# 6002851Firm CRD# 304236

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert James Mascia · MONTVILLE, NJ
Registration
CRD #6002851 · GREEN RIDGE WEALTH PLANNING LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

GREEN RIDGE WEALTH PLANNING LLC
Jun 2019 – present
GLADSTONE WEALTH GROUP
Apr 2016 – Sep 2019
BEDMINSTER, NJ
METLIFE SECURITIES INC.
Aug 2014 – Feb 2016
BASKING RIDGE, NJ
MML INVESTORS SERVICES, LLC
Aug 2013 – Aug 2014
Baskin Ridge, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · August 19, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GREEN RIDGE WEALTH PLANNING LLC
CRD 304236 · SEC 801-121386
AUM
$241M
Regulatory assets under management
Employees
10
699 client accounts
Services offered by GREEN RIDGE WEALTH PLANNING LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GREEN RIDGE WEALTH PLANNING LLC →
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05

Frequently Asked Questions

What services does Robert James Mascia offer?
Robert James Mascia specializes in Financial Planning, Investment Management. Contact their office in MONTVILLE, New Jersey for a consultation.
What are Robert James Mascia's credentials?
Robert James Mascia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert James Mascia located?
Robert James Mascia is based in MONTVILLE, New Jersey, working with GREEN RIDGE WEALTH PLANNING LLC. Their office serves clients in the MONTVILLE metropolitan area and surrounding communities.
How does Robert James Mascia charge for services?
Robert James Mascia's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREEN RIDGE WEALTH PLANNING LLC?
GREEN RIDGE WEALTH PLANNING LLC has approximately 10 employees and manages $241M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREEN RIDGE WEALTH PLANNING LLC

Jordan Charles Kaufman
MONTVILLE, NJ
CFPCFA

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