Robert James Mascia

Employer firm

Green Ridge Wealth Planning LLC CRD 304236

$390M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 02/2016 → 09/2019
  Lpl Financial Llc
  Basking Ridge, NJ
• 04/2016 → 09/2019
  Gladstone Wealth Group
  Bedminster, NJ
• 01/2016 → Present
  Green Ridge Wealth Planning Llc
  Montville, NJ
• 05/2019 → Present
  Green Ridge Wealth Planning Llc
  Montville, NJ

Previous Registrations

• 2016-04-21 → 2019-09-30
  Gladstone Wealth Partners
  Palm Beach Gardens, FL
• 2014-08-27 → 2016-02-04
  Msi Financial Services, Inc.
  Wall Township, NJ
  Basking Ridge, NJ
• 2013-08-19 → 2014-08-22
  Mml Investors Services, Llc
  Warren, NJ
  Baskin Ridge, NJ

Other Businesses

1) 4/30/2018 - Bernards Township - Not Investment Related - Bernards Township, NJ - Non-Profit Board Member - Start Date:04/01/2018 - 6 Hour(s) Per Month/0 Hour(s) During Trading - Bernards Township committee member. 2) Owner; GRWP Enterprises; Investment Related: Yes; Location: 150 River Road, Bldg E3 Montville, NJ 07045; Description of the business: Ownership of office. We own the building and collect rent; Responsibilities Duties: Collection of rent; Start date with business: 2021-07-01; Hours devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 15; 3) Bobby Mascia LLC; Owner/CEO; Not Investment Related; 150 River Road Montville NJ 07045; Description: An entity created to support the owners writing and speaking engagements on the topic entrepreneurism and to serve as a consultant to other businesses outside the investment/financial industry; 2025-04-01; 2 Hours per month devoted to business during trading hours; 10 Hours per month devoted to business outside trading hours; 1 Percent of total yearly compensation expected to be derived from the business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-18
• S63 Uniform Securities Agent State Law Examination
  2012-06-01

Other Names

• Robert James Velardi