Chairman, Chief Investment Officer · Healthview Asset Management, Inc.
Renato Mastrogiovanni
CRD 4359764 · Named on Form ADV at one SEC-registered adviser
At a glance
Healthview Asset Management, Inc., an SEC-registered wealth manager based in Pittsburgh, PA with $104 million in regulatory assets, lists Renato Mastrogiovanni on its Form ADV as Chairman, Chief Investment Officer, a control person.
Firms and roles
- Healthview Asset Management, Inc.Chairman, Chief Investment OfficerWealth manager · Pittsburgh, PA · $104M in regulatory assets
AtlasMembers
Renato’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Renato’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- George BernardCEO, President, Chief Compliance Officer, and Treasurer, Healthview Asset Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Renato’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.