Joseph Mascioli
Investment Adviser Representative at Cross State Financial Group LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joseph Mascioli is an investment adviser representative with Cross State Financial Group LLC in Littleton, CO, where they have been registered since 2023. They have worked in the securities industry since 2007 and have been registered with 4 firms, including Raymond James Financial Services Advisors, Inc and Edward Jones. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado.
Registrations & licenses
- Investment adviser:
- Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Transamerica Investors Securities CorporationJun 2016 – Jan 2017Denver, CO
- Transamerica Capital, Inc.Jan 2017 – Apr 2019Denver, CO
- Edward JonesMay 2019 – Feb 2022St.Louis, MO
- Centennial State Wealth AdvisorsJan 2022 – Sep 2023Centennial, CO
- Raymond James Financial Services, Inc.Jan 2022 – Sep 2023Centennial, CO
- Raymond James Financial Services Advisors, Inc.Jan 2022 – Sep 2023Centennial, CO
- Cross State Financial Group LLCSep 2023 – no end date reportedAlbuqueque, NM
- Joseph Mascioli, Sole ProprietorSep 2023 – no end date reportedDenver, CO
- Berenz Wealth Management, LLCJan 2025 – no end date reportedLittleton, CO
- Berenz Tax Inc.Jan 2026 – no end date reportedLittleton, CO
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cross State Financial Group 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
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
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Albuquerque, NM
- SEC file number:
- 801-117843
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 24, 2026
View full firm profileOther advisors at Cross State Financial Group LLC
8 other advisors in the directory
Similar advisors in Littleton, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joseph Mascioli 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched