Niva WealthLet’s talk

Stephen Masterson

Chief Financial Officer at Signature Estate & Investment Advisors

Officer record from the firm’s Form ADVForm ADV filed 14 September 2026

Stephen Masterson is Chief Financial Officer of Signature Estate & Investment Advisors LLC, a Los Angeles investment adviser.

Role at Signature Estate & Investment Advisors

Title on Schedule A
Chief Financial Officer
Control
Stephen Masterson is a control person of Signature Estate & Investment Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Stephen Masterson has held the filed role since June 2025.

The firm

Signature Estate & Investment Advisors LLC
Los Angeles, CA

Form ADV filed 14 September 2026

$22.5B AUM9,833 clients128 advisers26 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Stephen Masterson is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Stephen Masterson
CRD
6661574
Firm
Signature Estate & Investment Advisors LLC
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Stephen Masterson work?

Stephen Masterson has been Chief Financial Officer of Signature Estate & Investment Advisors LLC since June 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 14 September 2026

Leadership at Signature Estate & Investment Advisors

Sources

  1. IAPD individual lookup, CRD 6661574. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Signature Estate & Investment Advisors LLC, filed 14 September 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Stephen Masterson or Signature Estate & Investment Advisors LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.