CRD: 136155
East Coast Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-02-2005
- Office Locations
- 1
Office Locations
About East Coast Wealth Management, Inc.
East Coast Wealth Management (ECWM) is an independent RIA providing fee-based investment management and comprehensive financial planning. Using an open-architecture approach, the firm builds customized portfolios and selects independent managers/model portfolios, monitoring performance and rebalancing to client-set schedules. Planning integrates retirement/education funding, tax-aware strategies, and risk management including insurance and annuities, with tax prep available through an affiliated CPA firm.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT MICHAEL MASTRANDREA
Chief Compliance Officer, Managing Director, President
- CRD
- #1500460
- Ownership
- 75% or more
GREGORY ROBERT MASTRANDREA
Investment Advisor
- CRD
- #6383994
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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BRIGITTE AUDREY BROMBERGKLEIN
Financial Advisor
- CRD
- #1190611
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,501,579 | $551,822 |
| Non-Discretionary | $46,485,880 | $505,281 |
| Total | $152,987,459 | $536,798 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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