Mason Paulus, financial advisor Philadelphia PA

Mason Paulus

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Mason L. Paulus
Phone Number: 215-255-2300
Registered State(s):
  • AL
  • AZ
  • AR
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • IA
  • KS
  • KY
  • LA
  • ME
  • MD
  • MI
  • MN
  • MS
  • MO
  • MT
  • NE
  • NV
  • NH
  • NJ
  • NM
  • NC
  • ND
  • OH
  • OK
  • PA
  • PR
  • RI
  • SC
  • SD
  • TX
  • UT
  • VA
  • WA
  • WV
  • WI
By the Numbers
  • Total Assets Under Management
    178,469
    MILLIONS
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $520,317,376
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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