Matthew Joseph Mascera
Investment adviser representative at World Equity Group, Inc.
7 yearsExperience
8 statesRegistered in
$1BFirm assets
27 yearsFirm in business
Are you Matthew Joseph Mascera? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
7 years in the industry.
- World Equity Group, Inc.Jun 2023 to now
- Medreceivables Financial Management, IncApr 2023 to Jun 2023
- Osprey Funds, LLCApr 2021 to Apr 2023
- Rex SharesFeb 2020 to Apr 2021
- UnemployedJul 2019 to Jan 2020
- Seacliff Capital, LLCFeb 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 8 states (CT, FL, GA, IL, MA, MD, NJ, NY).
World Equity Group, Inc.
$1BAssets managed
3,151Clients
52Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2628543
- Firm CRD
- 29087