PHILIP A MASTELLONE is an investment adviser representative (IAR) with state registration records since 2022, appearing at 2 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-07-09 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2022-10-27 | 2026-06-18 | — |