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 listed in FINTRX as having become SEC-registered in 2025. Ownership is recorded as a combination of a domestic entity and an individual. The firm is categorized as unclassified in FINTRX and is not identified as a capital allocator. Public disclosures for Gusto Brokerage, LLC are sparse. FINTRX does not provide detail on the firm's advisory or business activities, fee arrangements, client base, AUM, or public holdings. The profile also flags that the firm is not an active ESG investor, is not registered as a multistate adviser, is not a pension consultant, and does not have a related adviser relationship on file. FINTRX lists three office locations for the firm but offers no additional address or team information.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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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

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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