Best Investors Account Sign in

Kyle Mastrianni

Charles Schwab & Co., Inc.

Albany, NY

Pittsford, NY

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-11-13
  • NY RA
    APPROVED
    Since 2024-11-13

Branch Locations

677 Broadway, Albany, NY 12207-2985 • United States

1250 Pittsford Victor Rd - Bldg 200 Suite 190, Pittsford, NY 14534-9500 • 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
Purshe Kaplan Sterling Investments Albany NY 03/2017 09/2019
Jpmorgan Chase Bank, N.A. Albany NY 09/2019 11/2020
J.P. Morgan Securities Llc Albany NY 09/2019 11/2020
Purshe Kaplan Sterling Investments Albany NY 11/2020 06/2021
Jpmorgan Chase Bank, N.A. Clifton Park NY 07/2021 06/2023
J.P. Morgan Securities Llc Clifton Park NY 07/2021 06/2023
Pks Advisors Services, Llc Albany NY 11/2020 06/2021
Unmployed Niskayuna NY 09/2016 02/2017
Herbalife Los Angeles NY 03/2023 06/2023
Fidelity Investments Albany NY 06/2023 10/2024
Charles Schwab & Co., Inc. Albany NY 10/2024 Present
Charles Schwab Bank, Ssb Albany NY 10/2024 Present
  • 03/2017 → 09/2019
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 09/2019 → 11/2020
    Jpmorgan Chase Bank, N.A.
    Albany, NY
  • 09/2019 → 11/2020
    J.P. Morgan Securities Llc
    Albany, NY
  • 11/2020 → 06/2021
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 07/2021 → 06/2023
    Jpmorgan Chase Bank, N.A.
    Clifton Park, NY
  • 07/2021 → 06/2023
    J.P. Morgan Securities Llc
    Clifton Park, NY
  • 11/2020 → 06/2021
    Pks Advisors Services, Llc
    Albany, NY
  • 09/2016 → 02/2017
    Unmployed
    Niskayuna, NY
  • 03/2023 → 06/2023
    Herbalife
    Los Angeles, NY
  • 06/2023 → 10/2024
    Fidelity Investments
    Albany, NY
  • 10/2024 → Present
    Charles Schwab & Co., Inc.
    Albany, NY
  • 10/2024 → Present
    Charles Schwab Bank, Ssb
    Albany, NY
Previous Registrations
  • 2023-09-20 → 2024-10-30
    Fidelity Personal And Workplace Advisors
    Albany, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-14
S63 Uniform Securities Agent State Law Examination 2018-04-12
  • S65 Uniform Investment Adviser Law Examination
    2023-09-14
  • S63 Uniform Securities Agent State Law Examination
    2018-04-12
Other Names
  • Kyle Alexander Mastrianni
  • Kyle Mastrianni

View on SEC IAPD

Other Firms

ALLSQUARE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MPWM ADVISORY SOLUTIONS LLC
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
THE AFFINITY GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

DANIEL DOUGLAS BAUER
BRETT PHILIP HARRIS
DOUGLAS JAMES BAUER
MICHAEL STEPHEN SHAPIRO
STEPHEN MARK PEER
RICHARD JEFFERY ANTHONY
GEORGE NICHOLAS BROWN
JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

More in Albany, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor