Amy Elizabeth Mastromonaco
Investment adviser representative at Flying Point Financial, Inc.
28 yearsExperience
2 statesRegistered in
$206.7MFirm assets
11 yearsFirm in business
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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
- Pension consulting
Experience
28 years in the industry.
- Flying Point Financial, Inc.Jan 2020 to now
- Morgillo Financial Management, Inc.Jul 1998 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (MA, NH).
Flying Point Financial, Inc.
$206.7MAssets managed
191Clients
3Advisers
11 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
- 2740891
- Firm CRD
- 107915