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Daniel Masino

Commonwealth Financial Network

Rochester, NY

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

2590 Brighton Henrietta Town Line Road, Rochester, NY 14623 • 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
Monroe Country Club Pittsford NY 05/2015 05/2017
Bloomberg Lp New York NY 06/2020 08/2020
Fairport High School Fairport NY 09/2013 06/2017
Hobart College Geneva NY 09/2017 05/2021
University Of Rochester Rochester NY 08/2021 05/2023
Osaic Wealth, Inc. Scottsdale AZ 10/2024 03/2025
Gordon Brothers Group Boston MA 08/2023 08/2024
Commonwealth Financial Network Waltham MA 03/2025 Present
Angelo Planning Group Rochester NY 03/2025 Present
  • 05/2015 → 05/2017
    Monroe Country Club
    Pittsford, NY
  • 06/2020 → 08/2020
    Bloomberg Lp
    New York, NY
  • 09/2013 → 06/2017
    Fairport High School
    Fairport, NY
  • 09/2017 → 05/2021
    Hobart College
    Geneva, NY
  • 08/2021 → 05/2023
    University Of Rochester
    Rochester, NY
  • 10/2024 → 03/2025
    Osaic Wealth, Inc.
    Scottsdale, AZ
  • 08/2023 → 08/2024
    Gordon Brothers Group
    Boston, MA
  • 03/2025 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 03/2025 → Present
    Angelo Planning Group
    Rochester, NY
Previous Registrations
  • 2024-10-11 → 2025-04-07
    Osaic Wealth, Inc.
    Rochester, NY
    Scottsdale, AZ
  • 2024-09-05 → 2024-10-11
    American Portfolios Advisors, Inc
    Holbrook, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-14
  • S66 Uniform Combined State Law Examination
    2024-06-14

View on SEC IAPD

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OAK CREST ADVISORY, LLC

Other Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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