Best Investors Account Sign in
Inactive

Robert Philip Mascali

Martha'S Vineyard Investment Advisors, LLC

West Tisbury, MA

CRD 7536574

Claim This Profile
Employer firm

Martha's Vineyard Investment Advisors, LLC CRD 291599

$343M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Martha'S Vineyard Investment Advisors, Llc

496 State Rd, West Tisbury, MA 02575 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2022-04-25
  • MA RA
    APPROVED_RES
    Since 2022-04-25

Branch Locations

496 State Rd, West Tisbury, MA 02575 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Centers Clearwater FL 04/2016 03/2018
Bourgetlaw Falmouth MA 04/2018 12/2021
Martha's Vineyard Investment Advisors Llc West Tisbury MA 03/2022 Present
Other Names
  • Robert P. Mascali

View on SEC IAPD

More in West Tisbury, MA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor