Mason PaulusCRD Number: 6692386
Current Firm: Macquarie Investment Management Business Trust
Mason Paulus (CRD# 6692386) is an Investment Advisor Representative working at Macquarie Investment Management Business Trust in Philadelphia, PA and has over 3 years of experience in the finance industry.
Hamilton-bates Investment Research, Inc.
Oppenheimer & Company Inc.
Lpl Financial LLC
|Delaware Distributors, LP||Philadelphia, PA||Jun 2021 - Current||< 1|
|Macquarie Investment Management||Philadelphia, PA||Jun 2021 - Current||< 1|
|Creative Planning, LLC||Overland Park, KS||May 2021 - Jun 2021||< 1|
|Waddell & Reed Inc.||Overland Park, KS||May 2020 - Apr 2021||< 1|
|Ivy Distributors Inc.||Shawnee Mission, KS||Apr 2020 - Apr 2021||1|
|Rolland Studios, Inc.||Raytown, MO||Feb 2020 - Apr 2020||< 1|
|Merrill Lynch Bank Of America||Leawood, KS||May 2018 - Feb 2020||1|
|Morgan Stanley||Kansas City, MO||Aug 2016 - May 2018||1|
|Student||Kansas City, MO||May 2008 - May 2018||10|
|Mvp Law Firm||Kansas City, KS||Aug 2015 - Sep 2016||1|
|Sprint Telecommunications||Overland Park, KS||May 2016 - Aug 2016||< 1|
|Marshall Parks And Recreation||Marshall, MO||May 2012 - Aug 2015||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2018|
Total Assets Under Management178,469MILLIONS
Total Number of Accounts343ACCOUNTS
Average Account Value$520,317,376
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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