Cara Geralyn Mastrangelo
Investment adviser representative at Revolve Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
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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
Experience
10 years in the industry.
- Revolve Wealth Partners, LLCMay 2026 to now
- Apollo Global Management, Inc.Apr 2025 to Apr 2026
- Apollo Global Securities, LLCApr 2025 to Apr 2026
- AlliancebernsteinJul 2021 to Mar 2025
- Sanford C. Bernstein & Co., LLCJun 2021 to Apr 2025
- UnemployedSep 2020 to May 2021
- Dollar TreeMay 2020 to Aug 2020
- Konica Minolta Business SolutionsMay 2019 to Aug 2019
- Friendlys Ice Cream LLCMay 2017 to Aug 2020
- UnemployedSep 2016 to May 2017
- Villanova UniversityMay 2016 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Revolve Wealth Partners, LLC
$1.4BAssets managed
698Clients
14Advisers
9 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
- 7410867
- Firm CRD
- 286643