Best Investors Account Sign in

Robert Michael Mastrogiacomo

Svb Wealth

Boston, MA

Claim This Profile
Current Employers
Svb Wealth

53 State Street 28Th Floor, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-05-22
TX RA APPROVED 2024-05-22
VT RA APPROVED 2024-05-22
MA RA APPROVED 2022-09-13
  • CA RA
    APPROVED
    Since 2024-05-22
  • TX RA
    APPROVED
    Since 2024-05-22
  • VT RA
    APPROVED
    Since 2024-05-22
  • MA RA
    APPROVED
    Since 2022-09-13

Branch Locations

53 State Street 28Th Floor, Boston, MA 02109 • 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
Svb Wealth Llc Boston MA 01/2021 Present
Gibson Sothebys International Realty Boston MA 02/2017 12/2021
State Street Boston MA 05/2015 08/2018
Boston College Newton MA 05/2018 05/2019
Ma Army National Guard Worcester MA 08/2019 Present
First Citizens Investor Services Raleigh NC 05/2024 Present
  • 01/2021 → Present
    Svb Wealth Llc
    Boston, MA
  • 02/2017 → 12/2021
    Gibson Sothebys International Realty
    Boston, MA
  • 05/2015 → 08/2018
    State Street
    Boston, MA
  • 05/2018 → 05/2019
    Boston College
    Newton, MA
  • 08/2019 → Present
    Ma Army National Guard
    Worcester, MA
  • 05/2024 → Present
    First Citizens Investor Services
    Raleigh, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-08
S65 Uniform Investment Adviser Law Examination 2022-08-27
  • S63 Uniform Securities Agent State Law Examination
    2024-11-08
  • S65 Uniform Investment Adviser Law Examination
    2022-08-27

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor