Andrew P Massaro

Employer firm

Atcap Partners, LLC CRD 158214

$196M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Market timing
• Educational seminars

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

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

Current Employers

Employment History

• 04/2016 → Present
  National Securities Corp
  South Norwalk, CT
• 03/2020 → 01/2022
  National Asset Management
  Norwalk, CT
• 01/2022 → Present
  Ceros Financial Services, Inc.
  Rockville, MD
• 08/2022 → Present
  Atcap Partners Llc
  Rockville, MD

Previous Registrations

• 2020-03-06 → 2020-08-07
  B. Riley Wealth Advisors, Inc.
  Norwalk, CT

Other Businesses

(1) APM HOLDINGS, LTD., BILL PAYING ENTITY, OWNER, NORWALK, CT, START 3-2019, 1 HR PER MONTH ZERO DURING TRADING HRS, NOT INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-26
• S63 Uniform Securities Agent State Law Examination
  2016-06-03