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Michael Mastromarino

24 Years of Experience
Wake Forest, NC
Broker

Michael Mastromarino is a registered investment advisor at Virtus Investment Advisers, LLC, based in Wake Forest, NC, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 105 clients with $54B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
80 advisors
IM Fee
Planning only
Assets Under Management
$54.0B
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Location

Wake Forest, NC

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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

Michael owns a beach rental property in Surf City, NC, since 2021. He spends a few hours per week on this business, utilizing a rental company for management.

Employment History
Current Registrations
Virtus Investment Advisers, LLC
March 2012 - Present · 14 yrs 4 mos
Vp Distributors LLC
August 2007 - Present · 18 yrs 11 mos
Vp Distributors LLCBroker
August 2007 - Present · 18 yrs 11 mos
Previous Registrations
Allianz Global Investors Managed Accounts LLC
February 2003 - February 2007 · 4 yrs
Allianz Global Investors Distributors LLCBroker
April 2002 - February 2007 · 4 yrs 10 mos
Morgan Stanley Dw INC.Broker
December 2001 - April 2002 · 4 mos
Royal Alliance Associates, INC.Broker
February 2001 - September 2001 · 7 mos
State Registrations3 states
CTNCTN
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Mastromarino - Financial Advisor | TrueAdvisor