Robert Mascali
Martha's Vineyard Investment Advisors · West Tisbury, Massachusetts
Robert Mascali is a fee-only financial advisor at Martha's Vineyard Investment Advisors in West Tisbury, Massachusetts. Martha's Vineyard Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Martha's Vineyard Investment Advisors |
|---|---|
| Based in | West Tisbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $342.9M across 371 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7536574 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mvinvestmentadvisors.com |
How Robert's firm compares
- Martha's Vineyard Investment Advisors's average account is about $924,000, from its Form ADV (assets managed divided by 371 accounts).
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Questions about Robert
Is Robert Mascali a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Martha's Vineyard Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Martha's Vineyard Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Mascali based?
Robert Mascali is based in West Tisbury, Massachusetts.
Is Robert Mascali registered with the SEC?
Yes. Robert Mascali is registered as an investment adviser representative in MA (CRD 7536574), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Martha's Vineyard Investment Advisors manage?
Martha's Vineyard Investment Advisors reports $342.9M across 371 accounts in assets under management.
How do I contact Robert Mascali?
Through Robert's website, www.mvinvestmentadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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