Robert James Mascia
Investment adviser representative at Green Ridge Wealth Planning LLC
10 yearsExperience
3 statesRegistered in
$389.6MFirm assets
5 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 assetsFixed 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
10 years in the industry.
- Green Ridge Wealth Planning LLCJan 2016 to now
- Gladstone Wealth GroupApr 2016 to Sep 2019
- LPL Financial LLCFeb 2016 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (NH, NJ, TX).
Green Ridge Wealth Planning LLC
$389.6MAssets managed
302Clients
5Advisers
5 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
- 6002851
- Firm CRD
- 304236