Scott Mason, financial advisor Bala Cynwyd PA
93 score

Scott Mason

CRD Number: 1023965
Current Firm: Rubicon Wealth Management, LLC

Scott Mason (CRD# 1023965) is an Investment Advisor Representative working at Rubicon Wealth Management, LLC in Bala Cynwyd, PA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Rubicon Wealth Management Bala Cynwyd, PA Mar 2004 - Current 12
Sei Investment Distribution Company Bala Cynwyd, PA Nov 2004 - Mar 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1982
Contact Info for Scott J. Mason
Phone Number: 610-668-4615
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    232
    MILLIONS
  • Total Number of Accounts
    793
    ACCOUNTS
  • Average Account Value
    $292,993
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

FL, NJ, NY, PA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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