Jeffrey
Mashini

Royal Alliance Associates, Inc

CRD#6233110
Investment Advisor
in Sterling Heights, MI

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About this Advisor

Jeffrey Mashini is a financial advisor operating in Sterling Heights, Michigan, who has been in the industry for 11 years. Mashini is currently employed by Royal Alliance Associates, Inc. Their career trajectory has included roles at Jhfn Sii, Knights Of Columbus, Stone Mor Partners Lp, Royal Alliance Associates, Inc and Royal Alliance. Mashini has Series 63 and Series 66 licenses, designating them as a securities broker, and is approved to operate in Michigan. Royal Alliance Associates, Inc is an advisory business operating out of Sterling Heights, Michigan. The company has offices in 905 locations and a total of 3,849 employees. It has $28 billion in assets among its 112,286 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 134 charitable organizations. Of its 112,286 customer accounts, 18% are held by high-net-worth investors who have at least $1 million in assets. The business offers a number 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. A financial advisor's fees typically are based on which services the firm provides the client. However, fees billed by Royal Alliance Associates, Inc most likely consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

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, Others

Disclosures

Yes

Office Location

38600 Vandyke Suite 260
Sterling Heights, MI 48312

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Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$28,249,401,040

MI Average: $10,121,009,343
Total Number of Employees

3,849

MI Average: 92
Total Number of Accounts

112,286

MI Average: 6,978
Average Account Size

$251,584

MI Average: $1,450,417

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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 11 years of experience.

2019 - Present (3 years)

Royal Alliance

2018 - 2019 (1 year)

Royal Alliance Associates, Inc

2014 - 2014 (< 1 year)

Stone Mor Partners Lp

2014 - 2018 (4 years)

Jhfn Sii

2013 - 2014 (1 year)

Jhfn Sii

2011 - 2013 (2 years)

Knights Of Columbus

Disclosures

Jeffrey Mashini has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Royal Alliance Associates, Inc

Kevin Bateman
Missoula, MT
Judith Harlan
San Diego, CA
Maja Stojanovic
Wakefield, MA
Lori Glennon
Utica, NY
Trisha Qualy
St Louis Park, MN
Herbert Scheffler
Stevensville, MI
Sebastian Kanczugowski
Bellevue, WA
Tracy Crimmins
Fort Dodge, IA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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