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 shows SEC registration dated 2025. Publicly available details about the firm's business model and client segments are minimal: it is listed as unclassified rather than fitting a conventional advisory category, and ownership is reported to include both a domestic entity and an individual. Several common advisory roles are explicitly negated in the snapshot data — the firm is not identified as a capital allocator, not an active ESG investor, not a pension consultant, not a related adviser, and it does not present itself as a multi-state or newly formed adviser. The limited disclosures make it difficult to characterize investment philosophy, fee structure, or client service model. The absence of stated advisory activities suggests either the firm is early in its regulatory filing process or chooses not to publish a public profile of its core services.

Assets & Accounts

Investments & Alternatives

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
  • Sondra Perry

    Sondra Perry

    Senior Compliance ManagerCRD 5123604

  • Christopher Meyers

    Christopher Meyers

    Financial and Operations PrincipalCRD 6122487

  • Shao Na Liang

    Shao Na Liang

    Brokerage Operations SpecialistCRD 5917455

Unlock 2 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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