Collin Mascagni has been an investment adviser representative at Mascagni Wealth Management since June 2012, and is not listed among the firm’s executive officers or direct owners. Collin Mascagni holds a Master of Accountancy from the University of Alabama and a B.S. in Business Administration and Accounting from Liberty University.
Mascagni Wealth Management, Inc. is a Clinton, MS firm with $425M under management, 736 clients and 4 advisers in one office, as of its August 2026 filing.
Collin Mascagni is Financial Analyst and Adviser of Mascagni Wealth Management. He has been with the firm for over 14 years, building on earlier experience in KPMG LLP's financial services practice and Ergon, Inc.'s finance department. His work spans designing investment strategies, implementing company retirement plans, managing investment portfolios and advising on tax-efficient wealth planning.
- – present · 14 yearsClinton, MS · Adviser representative · Firm CRD 115046
Professional designations
Listed by Mascagni Wealth Management
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Collin Mascagni is registered as an investment adviser representative in 2 states. The first approvals date from June 2012; the most recent is Louisiana, in June 2024.
- LouisianaSince 25 June 2024
- MississippiSince 15 June 2012
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 March 2012 |
| Series 7 | General Securities Representative Examination | 12 September 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Collin Monroe Mascagni
- CRD
- 5975638
- Firm
- Mascagni Wealth Management · CRD 115046
- Office
- 205 E. MAIN STREET, Clinton, MS 39056
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mascagniwealth.com
Where does Collin Mascagni work?
Collin Mascagni is an investment adviser representative registered through Mascagni Wealth Management, Inc. since June 2012, and is not listed among the firm’s executive officers or direct owners.
Is Collin Mascagni a financial advisor?
Yes. Collin Mascagni has a current investment-adviser registration in Louisiana and Mississippi, through Mascagni Wealth Management since June 2012.
How many years of experience does Collin Mascagni have?
Collin Mascagni has 15 years in the financial industry, since September 2011, across 1 adviser firm.
What exams has Collin Mascagni passed?
Collin Mascagni has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2011. FINRA credited Collin Mascagni with the SIE, which began in October 2018.
Where did Collin Mascagni work before Mascagni Wealth Management?
Before Mascagni Wealth Management, Collin Mascagni was registered through Mascagni Wealth Management, March 2012 to May 2012.
Where is Collin Mascagni based?
Collin Mascagni’s registered office is in Clinton, MS.
Is Collin Mascagni registered with FINRA?
No. Collin Mascagni has no current broker registration.
How can I verify Collin Mascagni’s record?
Search CRD 5975638 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Collin Mascagni’s full registration record.
