Robert Michael Mastrandrea

Employer firm

East Coast Wealth Management, Inc. CRD 136155

$153M regulatory AUM

Reported services (Item 5G)

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

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2005 → Present
  East Coast Wealth Management, Inc.
  Florham Park, NJ

Previous Registrations

• 2007-08-08 → 2016-07-15
  Pks Advisory Services, Llc
  Parsippany, NJ
  Albany, NY

Other Businesses

1)ROBERT MASTRANDREA, CPA & ASSOCIATES, LLC, AS OWNER, SINCE MAY 2005,PROVIDES CONSULTING AND TAX SERVICES. BUSINESS IS NON-INVESTMENT RELATED, APPROX. 28 HOURS PER MONTH IS ESTIMATED. LOCATED AT: 220 RIDGEDALE AVE., SUITE A3, FLORHAM PARK, NJ 07932. ROBERT IS ALSO LICENSED TO SELL INSURANCE PRODUCTS THROUGH VARIOUS LIFE INSURANCE COMPANIES. 2)EAST COAST WEALTH MGT., INC; YES; 220 RIDGEDALE AVE., SUITE A3, FLORHAM PARK, NJ 07932; ADVISORY SERVCIES, INSURANCE AND TAX; PRESIDENT; JAN 2005; 160; 60; OVERSEES CLIENT PORTFOLIOS, PROVIDE FINANCIAL PLANNING, SELL INSURANCE AND PREPARE TAX RETURNS. 3) RGA REALTY, LLC-NOT INVESTMENT RELATED-220 RIDGEDALE AVE., SUITE A3, FLORHAM PARK, NJ 07932-OWNER-3/2016-8 HRS/MTH-0 DURING TRADING HRS-OWNER OF SINGLE MEMBER LLC FOR THE PURPOSE OF REAL ESTATE RENTALS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-03-21
• S63 Uniform Securities Agent State Law Examination
  1995-08-30

Other Names

• Robert Mastrandrea