Andrew MasonCRD Number: 5415459
Current Firm: Vanguard Advisers Inc.
Andrew Mason (CRD# 5415459) is an Investment Advisor Representative working at Vanguard Advisers Inc. in Malvern, PA and has over 9 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|The Vanguard Group, Inc.||Malvern, PA||Sep 2007 - Current||9|
|Ardmore Nissan||Ardmore, PA||Jan 2007 - Aug 2007||< 1|
|Houlihan's Restaurant And Bar||Exton, PA||Dec 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2007|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management79,883MILLIONS
Total Number of Accounts546,930ACCOUNTS
Average Account Value$146,058
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients