GUSTO BROKERAGE, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
BURLINGAME, California
CRD number
332412
Registered since
June 18, 2025

Firm profile

FINTRX

Overview

Gusto Brokerage, LLC is organized as a limited liability company and is recorded as having registered with the SEC in 2025. Ownership is listed as a mix of a domestic entity and an individual, and the firm's classification in the source record is "unclassified," offering little visibility into its stated market positioning or client verticals. The FINTRX record flags several operational attributes: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not designated as a pension consultant or related adviser. The dataset does not include descriptions of the firm's advisory services, fee structures, or target client segments.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • LaSalle Vaughn

    Chief Compliance OfficerCRD 4490818

  • ELIZABETH MASTROBATTISTO

    Chief Compliance OfficerCRD 5667446

  • QIAN LIU

    Chief Data OfficerCRD 5562584

Contacts

3 of 4
  • JONATHAN WISNIEWSKI

    Principal Operations OfficerCRD 6011199

  • CHRISTOPHER MEYERS

    Financial and Operations PrincipalCRD 6122487

  • Sondra Perry

    Senior Compliance ManagerCRD 5123604

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BURLINGAME, CA

SAN MATEO

Location

BURLINGAME, CA

Headquartered in BURLINGAME, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1412 Chapin Ave
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth