Charles Maschi is a registered investment advisor, based in Clarksburg, MD, with 19 years of industry experience.
Location
Clarksburg, MD
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cohen & Steers Capital Management INC.
November 2025 - Present · 5 mos
Cohen & Steers Securities, LLCBroker
November 2025 - Present · 5 mos
Cohen & Steers Securities, LLC
November 2025 - Present · 5 mos
Previous Registrations
Pacer Advisors, INC.
September 2021 - October 2025 · 4 yrs 1 mo
Pacer Financial, INC.Broker
September 2021 - October 2025 · 4 yrs 1 mo
Neuberger Berman Bd LLC
May 2011 - September 2021 · 10 yrs 4 mos
Neuberger Berman Bd LLCBroker
October 2010 - September 2021 · 10 yrs 11 mos
AXA Distributors, LLCBroker
January 2005 - May 2009 · 4 yrs 4 mos
State Registrations4 states
DCMDVAWV
AdvisorBrokerBoth
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.