Brenna Ann Massaro

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → Present
  The Bank Of Bennington
  Bennington, VT
• 05/2011 → Present
  Money Concepts Capital Corp
  Palm Beach Gardens, FL
• 07/2024 → Present
  Shaftsbury Country Store
  Shaftsbury, VT

Other Businesses

1. Regional Support Position, Business Manager. Employee, investment related, 11-20% time spent on activity during securities hrs. 2. Portfolio Management Team, 75 Garden St, Wethersfield, CT 06106. Consultant, Participate in supporting portfolio analysis and discussing updates and changes. Non-investment related, 1-10% time spent on activity during non-securities hrs. 3. Apex Wealth Management, DBA, OWNER, investment related, 21% to 40% time spent on activity during securities hrs. 4. Shaftsbury Country Store, since 6/10/2024, 972 VT-7A, Shaftsbury, VT 05262. Owner, Store, Non-investment related, 1-10% time spent on activity during non-securities hrs.

Exams

• S66 Uniform Combined State Law Examination
  2011-06-24

Designations

• Certified Financial Planner

Other Names

• Brenna Ann Waibel
• Brenna Warren
• Brenna Ann Warren