Gregory Mastrandrea
Advisor at East Coast Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at East Coast Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Florham Park, NJ 07932
Credentials
Series 65
Industry experience
11 years
Gregory Mastrandrea is a financial advisor at East Coast Wealth Management, Inc. in Florham Park, NJ, holding a Series 65 designation with 11 years of industry experience. He has worked at East Coast Wealth Management since 2010. Outside of his advisory role, Mastrandrea is the owner of Procast Analytics, LLC, a New Jersey-based software development and IT consulting firm. East Coast Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, corporations, and participant-directed retirement plans. The firm combines in-house management with selected third-party managers, employing a long-term trading approach with periodic rebalancing and quarterly reviews.
Based on East Coast Wealth Management, Inc.
Based on East Coast Wealth Management, Inc.
Financial planning fixed fees range from $250 to $2,500
$0 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.10% $1,500,001 - $2,000,000: 1.00% $2,000,001 - $2,500,000: 0.95% $2,500,001 - $3,000,000: 0.90% $3,000,001 - $3,500,000: 0.85% $3,500,001+: 0.825%
$325 per hour
Fee-only: Financial planning fees range between $250 to $2,500 fixed fee; hourly rate $325 per hour
220 Ridgedale Avenue, Suite A3
Florham Park, NJ 07932
New Jersey · New York · Texas
East Coast Wealth Management, Inc.
2010 - Present (16 years)
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Is active or affiliated with:
Accountant / CPA / tax prep
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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