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Andrew P Massaro

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
218 clients
Average Client Portfolio
$289K average
Assets Under Management
$62.9M

Fee Structure

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Location

50 Washington Street, The Penthouse, South Norwalk, CT, 06854

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History

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.

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Other Business Activities

Andrew is the owner of APM Holdings, LTD., a bill paying entity, since 2019. He spends minimal time on this activity, and it is not investment related.

Employment History
Current Registrations
Atcap Partners, LLC
August 2022 - Present · 3 yrs 6 mos
Ceros Financial Services, INC.Broker
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
National Asset Management, INC.
March 2020 - August 2020 · 5 mos
National Securities CorporationBroker
May 2016 - January 2022 · 5 yrs 8 mos
State Registrations45 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.