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RIA / WealthAdvisorCertified Financial Planner10 years in industry

ALLISON MASOERO HERSHEY

Advisor at FRUITFUL

NEW YORK, NY | Philidelphia, PA

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Search this name across graphsid dfx:ria:8c9df336-eaad-7ca8-c55b-03c553c2e5db

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Feb 7, 2018 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: FRUITFUL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
First registration: Feb 7, 2018
Dual registered: no
Other names: ALLISON E MASOERO|ALLISON ELIZABETH MASOERO
IAPD individual key: 6509430

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Fruitful	Independent wealth	Oct 15, 2024	n/a	yes	Philidelphia, PA\|NEW YORK, NY	Current employment
Ellevest	Independent wealth	Jun 22, 2023	Jun 12, 2024	no	Philadelphia, PA	Previous registration
ZENITH WEALTH PARTNERS	Independent wealth	May 25, 2022	Dec 15, 2022	no	PHILADELPHIA, PA	Previous registration
THE MARSHALL FINANCIAL GROUP, INC	Former SEC adviser	Feb 7, 2018	Feb 14, 2022	no	DOYLESTOWN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Ellevest	Fruitful	Jun 12, 2024	Oct 15, 2024	125	Firm change	RIA to RIA
ZENITH WEALTH PARTNERS	Ellevest	Dec 15, 2022	Jun 22, 2023	189	Firm change	RIA to RIA
THE MARSHALL FINANCIAL GROUP, INC	ZENITH WEALTH PARTNERS	Feb 14, 2022	May 25, 2022	100	Firm change	RIA to RIA

Relationships

Registered with (4)

→ FRUITFULRegistered adviserregistration: current employment
Oct 15, 2024 to presentfactForm ADV
→ ELLEVESTRegistered adviserregistration: previous registration
Jun 22, 2023 to Jun 12, 2024factForm ADV
→ ZENITH WEALTH PARTNERSRegistered adviserregistration: previous registration
May 25, 2022 to Dec 15, 2022factForm ADV
→ THE MARSHALL FINANCIAL GROUP, INCRegistered adviserregistration: previous registration
Feb 7, 2018 to Feb 14, 2022factForm ADV

Dated events

Occurred
Jun 12, 2024
Advisor changed firm
Allison Masoero Hershey left Ellevest for Fruitful (registered 2024-10-15)
Form ADVobserved 5 days ago
Occurred
Dec 15, 2022
Advisor changed firm
Allison Masoero Hershey left Zenith Wealth Partners for Ellevest (registered 2023-06-22)
Form ADVobserved 5 days ago
Occurred
Feb 14, 2022
Advisor changed firm
Allison Masoero Hershey left The Marshall Financial Group, Inc for Zenith Wealth Partners (registered 2022-05-25)
Form ADVobserved 5 days ago