SM
Stephen J. Mastor
PHOENIX CAPITAL REALTY ADVISORS
Addison, TX 75001
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CRD#: 1080374
SM
Professional summary
Stephen James Mastor is a registered financial advisor currently at PHOENIX CAPITAL REALTY ADVISORS, LLC located in Addison, Texas.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Stephen has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PHOENIX CAPITAL PARTNERS, LTD., DALLAS, TX, INVESTMENT RELATED, MANAGING PARTNER SINCE 1995.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen James Mastor's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 10, 2018 - Present
PHOENIX CAPITAL REALTY ADVISORS, LLC
Office #1: 15725 North Dallas Parkway Suite 230, Addison, TX 75001RIA
CRD#: 161129
Addison, TX
Past
April 9, 2012 - December 31, 2017
PHOENIX CAPITAL REALTY ADVISORS, LLC
RIA
CRD#: 161129
ADDISON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PC
PHOENIX CAPITAL REALTY ADVISORS, LLC
CHAMPION GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND VIII GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND VII GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND VI GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND V GENPAR, L.P. (RELYING ADVISER | PHOENIX CAPITAL REALTY ADVISORS, LLC | PHOENIX CAPITAL MANAGEMENT, LLC | PHOENIX 2011 GP, LLC (RELYING ADVISER) | PHOENIX 2010 GP, LLC (RELYING ADVISER) | PHOENIX 2009 GP, LLC (RELYING ADVISER)
CRD#: 161129 / SEC#: 801-74334
RIA
Registered Investment Advisory firm - (3/30/2012 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(5/10/2018)
Exams
Current Firm
PC
PHOENIX CAPITAL REALTY ADVISORS, LLC
CHAMPION GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND VIII GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND VII GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND VI GENPAR, L.P. (RELYING ADVISER) | PHOENIX FUND V GENPAR, L.P. (RELYING ADVISER | PHOENIX CAPITAL REALTY ADVISORS, LLC | PHOENIX CAPITAL MANAGEMENT, LLC | PHOENIX 2011 GP, LLC (RELYING ADVISER) | PHOENIX 2010 GP, LLC (RELYING ADVISER) | PHOENIX 2009 GP, LLC (RELYING ADVISER)
CRD#: 161129 / SEC#: 801-74334
RIA
Registered Investment Advisory firm - (3/30/2012 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15725 North Dallas Parkway Suite 230, Addison, TX 75001
Mailing Address
Phone number
(972) 866-7577
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 168,370,777 |
Red Flags
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