![Ryan Mason, financial advisor Santa Rosa CA](/img/ws/profile-blank-sq.png)
Ryan Mason (CRD# 4429923) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Rosa, CA and has over 22 years of experience in the finance industry.
![Eric Abbott, financial advisor Santa Rosa CA](/img/ws/profile-blank-sq.png)
CRD# 4110124
Stifel, Nicolaus & Company, Incorporated
![Francis Abella, financial advisor Santa Rosa CA](/img/ws/profile-blank-sq.png)
CRD# 2178797
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Matthew Adams, financial advisor Santa Rosa CA](/img/ws/profile-blank-sq.png)
CRD# 5598677
Mai Capital Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ameriprise Financial Services, LLC | Santa Rosa, CA | Mar 2020 - Current | 4 |
Ameriprise Financial Services, Inc. | Sacramento, CA | Oct 2010 - Mar 2020 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2001 |
- CA
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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