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Philip A Mastellone

Schwab Wealth Advisory, Inc.

Jersey City, NJ

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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-07-09
TX RA APPROVED_RES 2026-07-09
  • NJ RA
    APPROVED
    Since 2026-07-09
  • TX RA
    APPROVED_RES
    Since 2026-07-09

Branch Locations

30 Hudson Street, Jersey City, NJ 07302 • 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
Morgan Stanley New York NY 07/2022 06/2026
Full Time Education Newark DE 08/2018 05/2022
Route 46 Autogroup Little Falls NJ 05/2017 09/2017
Route 46 Autogroup Little Falls NJ 12/2017 09/2021
Full Time Education West Orange NJ 08/2014 05/2018
Schwab Wealth Advisory, Inc. Jersey City NJ 06/2026 Present
Charles Schwab & Co., Inc. Jersey City NJ 06/2026 Present
  • 07/2022 → 06/2026
    Morgan Stanley
    New York, NY
  • 08/2018 → 05/2022
    Full Time Education
    Newark, DE
  • 05/2017 → 09/2017
    Route 46 Autogroup
    Little Falls, NJ
  • 12/2017 → 09/2021
    Route 46 Autogroup
    Little Falls, NJ
  • 08/2014 → 05/2018
    Full Time Education
    West Orange, NJ
  • 06/2026 → Present
    Schwab Wealth Advisory, Inc.
    Jersey City, NJ
  • 06/2026 → Present
    Charles Schwab & Co., Inc.
    Jersey City, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-27
  • S66 Uniform Combined State Law Examination
    2022-10-27
Other Names
  • Philip A Mastellone
  • Philip Mastellone

View on SEC IAPD

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