Gusto Brokerage, LLC

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
8
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 SEC-registered in 2025. The firm’s ownership is listed as a mix of a domestic entity and an individual. The snapshot classifies the adviser as "unclassified," and the firm is not identified as a capital allocator. The profile indicates several negatives that shape operational scope: it is not flagged as an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. Despite the recent SEC registration year, the dataset does not mark the firm as a newly formed adviser, and few operational details or business activities are reported in the available snapshot.

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

    LaSalle Vaughn

    Chief Compliance OfficerCRD 4490818

  • Elizabeth Mastrobattisto

    Elizabeth Mastrobattisto

    Chief Compliance OfficerCRD 5667446

  • Qian Liu

    Chief Data OfficerCRD 5562584

Contacts

3 of 5
  • Jonathan Wisniewski

    Jonathan Wisniewski

    Principal Operations OfficerCRD 6011199

  • Christopher Meyers

    Christopher Meyers

    Financial and Operations PrincipalCRD 6122487

  • William Matthews

    Director of ComplianceCRD 7441428

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth