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Anthony J Mascherino Jr

Investment Adviser Representative at Altitude Capital Management LLC

King Of Prussia, PACRD #4017293Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Anthony J. Mascherino is an investment adviser representative with Altitude Capital Management LLC in King of Prussia, PA, where they have been registered since 2025. They have worked in the securities industry since 2010 and were previously registered with Thrive Capital Management, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Pennsylvania.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Pennsylvania

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 4/22/2022
Series 65
Uniform Investment Adviser Law Examination
Passed 5/3/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/29/2022
SIE
Securities Industry Essentials Examination
Passed 3/22/2022
Series 7
General Securities Representative Examination
Passed 11/6/2000

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Altitude Capital Management LLCCurrent
8/4/2025 – King Of Prussia, PA
Thrive Capital Management, LLC
5/17/2018 – 7/24/2019Fort Washington, PA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Thrive Capital Management, LLC
    May 2018 – Jul 2019Fort Washington, PA
  2. Thrive Financial Services, LLC
    Dec 2015 – May 2018Fort Washington, PA
  3. Ameritas
    Jul 2019 – Feb 2022Coatesville, PA
  4. Allstate Insurance Company
    Apr 2022 – Nov 2023Exton, PA
  5. Alliance America
    Nov 2023 – Aug 2024Coatesville, PA
  6. USA Benefits Group
    Aug 2024 – Jul 2025Coatesville, PA
  7. Altitude Capital Management LLC
    Aug 2025 – no end date reportedDes Moines, IA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Altitude Capital Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Tailored safe money strategies, dynamic market participation through active portfolio management, customized income withdrawal strategies, growth-oriented asset allocation with market timing, and personalized active investment management

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Retirement Income PlanningTactical Asset ManagementSafe Money StrategiesDynamic Market ParticipationPortfolio CustomizationSector And Asset RotationTechnical AnalysisActive ManagementWithdrawal Strategy Planning

Client types the firm serves

IndividualsHigh Net Worth

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
33
Offices listed on AdvisorFinder:
7
Main office:
Des Moines, IA
SEC file number:
801-129287

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of October 1, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Anthony J Mascherino Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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