Claudio
Mastroianni
Osaic Institutions, Inc
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About this Advisor
Claudio Mastroianni is a financial advisor based in Albany, New York, working with Osaic Institutions, Inc. Claudio has previously held positions at M&T Securities, Inc, Valic, M&T Securities, Citizens Securities, Inc, Infinex Investments, Inc, and Bank Of Greene County. Claudio has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Claudio is part of Osaic Institutions, Inc, which operates out of Albany, New York. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Claudio Mastroianni Work History
Infinex Investments, Inc
Bank Of Greene County
Citizens Securities, Inc
Valic
M&T Securities
M&T Securitis, Inc
Disclosures
Please visit the SEC profile of Claudio Mastroianni 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 Osaic Institutions, Inc
Chapel Hill, NC
New York, NY
Scarsdale, NY
Cornelius, NC
Centerville, MA
Meriden, CT
Canton, MA
Christiansburg, VA
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