Andrew Ross Mastro

Employer firm

Wrought Financial Planning CRD 314597

$44.2M regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 12/2014 → 11/2016
  Franklin Square Capital Partners
  Philadelphia, PA
• 11/2016 → 06/2017
  Unemployed
  Haddonfield, NJ
• 06/2017 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ
• 08/2021 → Present
  Wrought Advisors
  Haddonfield, NJ

Previous Registrations

• 2017-07-18 → 2021-08-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ
• 2006-06-06 → 2014-12-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  Boston, MA
  New York, NY
  Westborough, MA
  New York, NY
  Boston, MA
  Plainsboro, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2006-02-09

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Andrew R Mastro
• Andrew Mastro