Gusto Brokerage, LLC
Firm details
- Headquarters
- Burlingame, California
- CRD number
- 332412
- Registered since
- June 18, 2025
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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 5
Sondra Perry
Senior Compliance ManagerCRD 5123604
Christopher Meyers
Financial and Operations PrincipalCRD 6122487

Shao Na Liang
Brokerage Operations SpecialistCRD 5917455
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Siena Global Securities, LLC
Broker-DealerOakland, CA
Kinecta Financial & Insurance Services
Broker-DealerWoodland Hills, CA
Vista Point Advisors, LLC
Broker-DealerSan Francisco, CA
Montrose Securities International
Broker-DealerSausalito, CA
Montminy Securities, LLC
Broker-DealerSanta Monica, CA
Mcmorgan & Company Capital Advisors LLC
Broker-DealerSan Francisco, CA