Victor
Mastrella

Nwf Advisory Services Inc

CRD#5060308
Investment Advisor
in Westlake Village, CA

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About this Advisor

Victor Mastrella is a financial advisor working in Westlake Village, California. Mastrella is on the advisory team at Nwf Advisory Services Inc. Their career trajectory has included roles at Banc Of America Investment Services, Inc, Banc Of America Insurance Services, Inc, First Allied Securities, Inc, First Allied Advisory Services, Inc, First Allied Advisory Services, Cetera Advisors LLC and Royal Alliance Associates, Inc. Mastrella holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to serve investors in California. Nwf Advisory Services Inc is a financial advisory business that has its headquarters in Los Angeles, CA. The firm has offices in 37 locations and just three people on staff. It controls $3 billion in assets under management among its 6,090 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Nwf Advisory Services Inc performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Nwf Advisory Services Inc most likely consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

32107 Lindero Canyon Rd. Suite 217
Westlake Village, CA 91361

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Nwf Advisory Services Inc Brokerage Details

Total Assets Under Management

$2,864,723,851

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

6,090

CA Average: 3,727
Average Account Size

$470,398

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Victor Mastrella Work History

Victor has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Royal Alliance Associates, Inc

2020 - Present (4 years)

First Allied Advisory Services

2022 - 2023 (1 year)

Cetera Advisors LLC

2014 - 2022 (8 years)

First Allied Securities, Inc

2014 - 2020 (6 years)

First Allied Advisory Services, Inc

2008 - 2014 (6 years)

Banc Of America Investment Services, Inc

2008 - 2014 (6 years)

Banc Of America Insurance Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Victor Mastrella to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Nwf Advisory Services Inc

Woong Kim
Los Angeles, CA
James Johnson
Irvine, CA
Luka Pavlina
Kingsburg, CA
Gleb Reynlib
Menlo Park, CA
Megan Takagi
Honolulu, HI
Daniela Aljawad
Los Angeles, CA
Stacy Tredennick
Walnut Creek, CA
Gregory Enloe
Kingsburg, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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