Andrew
Massaro

Atcap Partners, LLC

CRD#6551913
Investment Advisor
in Norwalk, CT

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About this Advisor

Andrew Massaro is a financial advisor based in Norwalk, Connecticut, working with Atcap Partners, LLC. Andrew has previously held positions at National Securities Corp, Vineyard Vines, Peoples United Bank, National Asset Management, Ceros Financial Services, Inc, and Atcap Partners LLC. Andrew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Andrew is part of Atcap Partners, LLC, which operates out of Norwalk, Connecticut. The firm has 4 offices and 23 employees. The firm manages assets totaling $84.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, market timing services, and educational seminars. The fee structure at Atcap Partners, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

50 Washington Street The Penthouse
Norwalk, CT 06854

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Atcap Partners, LLC Brokerage Details

Total Assets Under Management

$84,248,693

CT Average: $6,889,882,315
Total Number of Employees

23

CT Average: 45
Total Number of Accounts

288

CT Average: 765
Average Account Size

$292,530

CT Average: $9,006,382

Investment Advisory Services

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

Andrew Massaro Work History

2022 - Present (2 years)

Ceros Financial Services, Inc

2022 - Present (2 years)

Atcap Partners LLC

2016 - Present (8 years)

National Securities Corp

2020 - 2022 (2 years)

National Asset Management

2015 - 2016 (1 year)

National Securities Corp

2014 - 2015 (1 year)

Vineyard Vines

2014 - 2015 (1 year)

Peoples United Bank

Disclosures

Please visit the SEC profile of Andrew Massaro 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 Atcap Partners, LLC

Andrew Massaro
Norwalk, CT
Daniel Wilson
Riverview, FL
Joseph Varvara
Staten Island, NY
Giancarlo Cappiello
Rockville, MD
Jesse Weissberger
Woodcliff Lake, NJ
Farrel Liger
New York, NY
Michael Cassella
Rockville, MD
Carol Zelenke
Ashburn, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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