Robert Mastrandrea has been President, Shareholder, Chief Compliance Officer of East Coast Wealth Management since January 2005, is a control person of the firm and directly owns 75% or more of it. Robert Mastrandrea holds a Masters Degree in Finance from St. John’s University and a Bachelors Degree in Accounting from Pace University.
East Coast Wealth Management, Inc. is a Florham Park, NJ firm with $153M under management, 201 clients and 2 advisers in one office, as of its February 2026 filing.
Robert Mastrandrea is Founder, CEO of East Coast Wealth Management, Inc. Before establishing the firm as a Registered Investment Adviser, he began his career with Grant Thornton, an international certified public accounting firm. Over the next 17 years, he served as a Director of the investment banking firms Prudential Securities, Donaldson, Lufkin and Jenrette Securities Corporation and ING Financial Services, and as Managing Director of Bear Stearns and Company in New York City.
Robert Mastrandrea’s longest registration is the current one, 21 years at East Coast Wealth Management since 2005.
- PKS Advisory Services, LLC– · 8 yearsParsippany, NJ · Adviser representative · Firm CRD 125648
- – present · 21 yearsFlorham Park, NJ · Adviser representative · Firm CRD 136155
Professional designations
Listed by East Coast Wealth Management
- Certified Public Accountant (CPA)
- Certified Divorce Financial Analyst (CDFA™)
Investment adviser representative registrations
Robert Mastrandrea is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2021; the most recent is Texas, in June 2023.
- New YorkSince 20 February 2021
- TexasResidentSince 7 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 21 March 2005 |
| Series 27 | Financial and Operations Principal Examination | 4 April 1996 |
| Series 24 | General Securities Principal Examination | 21 September 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 August 1995 |
| Series 7 | General Securities Representative Examination | 14 July 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Financial and Operations Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Michael Mastrandrea
- CRD
- 1500460
- Firm
- East Coast Wealth Management · CRD 136155
- Role
- President, Shareholder, Chief Compliance Officer
- Office
- 220 RIDGEDALE AVENUE, SUITE A3, Florham Park, NJ 07932
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- eastcoastwealth.com
Where does Robert Mastrandrea work?
Robert Mastrandrea has been President, Shareholder, Chief Compliance Officer of East Coast Wealth Management, Inc. since January 2005, and is a control person of the firm.
Is Robert Mastrandrea a financial advisor?
Yes. Robert Mastrandrea has a current investment-adviser registration in New York and Texas, through East Coast Wealth Management since August 2005.
How many years of experience does Robert Mastrandrea have?
Robert Mastrandrea has 21 years in the financial industry, since August 2005, across 2 adviser firms.
What exams has Robert Mastrandrea passed?
Robert Mastrandrea has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 27 and Series 65. The earliest, the Series 7, was passed in July 1995. FINRA credited Robert Mastrandrea with the SIE, which began in October 2018.
Where is Robert Mastrandrea based?
Robert Mastrandrea’s registered office is in Florham Park, NJ.
Is Robert Mastrandrea registered with FINRA?
No. Robert Mastrandrea has no current broker registration.
How can I verify Robert Mastrandrea’s record?
Search CRD 1500460 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Mastrandrea’s full registration record.
