Mas Advisors LLC

Mas Advisors LLC (CRD# 165906) is a financial advisory firm headquartered in Miami, FL. They manage $640,116,255 in 226 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    640
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $2,832,373
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, KS, ME, TN, TX

Financial Advisors at Mas Advisors LLC
Showing 1 - 9 of 9 top financial advisors.
1
Charles N. Auerbach
CRD#: 1193682
8001 Centerview Pkwy, Suite 201, Cordova, TN 38018

Charles Auerbach (CRD# 1193682) is an Investment Advisor Representative working at Mas Advisors LLC in Cordova, TN and has over 37 years of experience in the finance industry. Charles Auerbach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Robert Becerra
CRD#: 6702832
501 Brickell Key Drive, Suite 509, Miami, FL 33131

Robert Becerra (CRD# 6702832) is an Investment Advisor Representative working at Mas Advisors LLC in Miami, FL and has over 3 years of experience in the finance industry.

3
Ricardo R. Calderon
CRD#: 6132865
501 Brickell Key Drive, Suite 509, Miami, FL 33131

Ricardo Calderon (CRD# 6132865) is an Investment Advisor Representative working at Mas Advisors LLC in Miami, FL and has over 7 years of experience in the finance industry.

4
Leo C. Duffield
CRD#: 1412476
Leawood, KS

Leo Duffield (CRD# 1412476) is an Investment Advisor Representative working at Mas Advisors LLC in Leawood, KS and has over 36 years of experience in the finance industry. Leo Duffield has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Karl G. Gerasimov
CRD#: 4203776
501 Brickell Key Drive, Suite 509, Miami, FL 33131

Karl Gerasimov (CRD# 4203776) is an Investment Advisor Representative working at Mas Advisors LLC in Miami, FL and has over 17 years of experience in the finance industry.

6
Bruce Martin
CRD#: 6095614
8001 Centerview Pkwy, Suite 201, Cordova, TN 38018

Bruce Martin (CRD# 6095614) is an Investment Advisor Representative working at Mas Advisors LLC in Cordova, TN and has over 8 years of experience in the finance industry. Bruce Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Andrew J. Mitchell
CRD#: 6326430
521 West 116th Place, Suite 200, Leawood, KS 66211

Andrew Mitchell (CRD# 6326430) is an Investment Advisor Representative working at Mas Advisors LLC in Leawood, KS and has over 6 years of experience in the finance industry. Andrew Mitchell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Stephen D. Stamps
CRD#: 5830858
8001 Centerview Pkwy, Suite 201, Cordova, TN 38018

Stephen Stamps (CRD# 5830858) is an Investment Advisor Representative working at Mas Advisors LLC in Cordova, TN and has over 10 years of experience in the finance industry.

9
David M. Williams
CRD#: 1004703
8001 Centerview Pkwy, Suite 201, Cordova, TN 38018

David Williams (CRD# 1004703) is an Investment Advisor Representative working at Mas Advisors LLC in Cordova, TN and has over 21 years of experience in the finance industry. David Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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