Jeffrey
Mashini
Royal Alliance Associates, Inc
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About this Advisor
Jeffrey Mashini is a financial advisor who works in Sterling Heights, Michigan, with a total of 4 years of relevant experience. Mashini is currently employed by Royal Alliance Associates, Inc. The advisor has gained experience at Jhfn Sii, Knights Of Columbus, Stone Mor Partners Lp, Royal Alliance Associates, Inc and Royal Alliance. Mashini holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to serve investors in Michigan. Royal Alliance Associates, Inc is an advisory business that has its headquarters in Jersey City, NJ. The firm has offices in 1,009 locations and a total of 3,704 people on staff. It administers $30 billion in total assets between its 149,233 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 191 charitable organizations. Of its 149,233 client accounts, just 11% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The firm has a broad range of services, including 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. Financial management fees largely are based on which services the firm provides the client. Fee types charged by Royal Alliance Associates, Inc likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
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
Jeffrey Mashini Work History
Jeffrey has been registered as a financial advisor for 4 years.*
Royal Alliance
Royal Alliance Associates, Inc
Stone Mor Partners Lp
Jhfn Sii
Jhfn Sii
Knights Of Columbus
*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 Jeffrey Mashini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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