Joe Mastroianni, who managed $120 million at Wells Fargo Advisors, has affiliated with LPL Financial’s broker-dealer and corporate RIA platform. and will use LPL as a custodian.
Mastroianni is affiliating through Gladstone Wealth Partners, an LPL office of supervisory jurisdiction.
Mastroianni, who's based in Venice, Florida, was with Wells Fargo for nine years. He began his securities career in 2005 at Banc of America Investment Services and moved to Merrill Lynch in 2009.
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CEO Laurel Taylor says the fintech's composable AI stack helps workers optimize dollars across Trump Accounts, 529s, 401(k)s, and other employee benefits.
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