RM
RM

Ron Mastrangelo

34 Years of Experience
Plymouth, MA
Broker

Ron Mastrangelo is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Plymouth, MA, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Plymouth, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ron is involved with Lightship Wealth Strategies as a DBA/support company, and is a partner in Mastrangelo/Whelan, a tax preparation and consulting business since 1980, dedicating about 10-20% of his time to it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2024 - Present · 1 yr 11 mos
Raymond James Financial Services, INC.
June 2024 - Present · 1 yr 11 mos
Raymond James Financial Services, INC.Broker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Commonwealth Financial Network
September 2003 - June 2024 · 20 yrs 9 mos
Commonwealth Financial NetworkBroker
September 2003 - June 2024 · 20 yrs 9 mos
H.D. Vest Advisory Services, INC
April 1994 - October 2003 · 9 yrs 6 mos
H.D. Vest Investment ServicesBroker
December 1991 - September 2003 · 11 yrs 9 mos
State Registrations13 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.