Joseph Mascioli
Investment adviser representative at Cross State Financial Group LLC
10 yearsExperience
1 stateRegistered in
$188.3MFirm assets
6 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
Experience
10 years in the industry.
- Berenz Tax Inc.Jan 2026 to now
- Berenz Wealth Management, LLCJan 2025 to now
- Cross State Financial Group LLCSep 2023 to now
- Joseph Mascioli, Sole ProprietorSep 2023 to now
- Centennial State Wealth AdvisorsJan 2022 to Sep 2023
- Raymond James Financial Services Advisors, Inc.Jan 2022 to Sep 2023
- Raymond James Financial Services, Inc.Jan 2022 to Sep 2023
- Edward JonesMay 2019 to Feb 2022
- Transamerica Capital, Inc.Jan 2017 to Apr 2019
- Transamerica Investors Securities CorporationJun 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CO).
Cross State Financial Group LLC
$188.3MAssets managed
406Clients
9Advisers
6 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
- 4692655
- Firm CRD
- 282011