Tobi A. Mason

TRILLIUM ASSET MANAGEMENT

San Francisco, CA 94105

Some features on this profile are disabled

CRD#: 1114602

Professional summary

Tobi Anne Mason, CFA is a registered financial advisor currently at TRILLIUM ASSET MANAGEMENT located in San Francisco, California.

Tobi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Tobi has worked at 5 firms and has passed the Series 7 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tobi Anne Mason's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

Experience

Current

March 18, 2022 - Present

TRILLIUM ASSET MANAGEMENT

Office #1: 160 Spear Street Suite 250, San Francisco, CA 94105

RIA

CRD#: 110901

San Francisco, CA

Past

May 2, 2018 - June 9, 2020

ROSENBLUM SILVERMAN SUTTON SF INC

RIA

CRD#: 105774

SAN FRANCISCO, CA

Past

January 2, 2015 - January 11, 2018

SVB WEALTH

RIA

CRD#: 172832

SAN FRANCISCO, CA

Past

October 5, 1983 - November 7, 1984

LYLE & FORSYTH-INVESTMENT MANAGERS

CRD#: 10603

Past

July 21, 1983 - October 26, 1984

D.S. KENNEDY & CO.

CRD#: 13208

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".

TRILLIUM ASSET MANAGEMENT

TRILLIUM ASSET MANAGEMENT | TRILLIUM ASSET MANAGEMENT, LLC | TRILLIUM ASSET MANAGEMENT CORP.

CRD#: 110901 / SEC#: 801-17958

RIA

Registered Investment Advisory firm - (12/3/1982 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

California
(3/18/2022)

IAR

Massachusetts
(10/25/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 7/16/1983

General Securities Representative Examination

Current Firm

TRILLIUM ASSET MANAGEMENT

TRILLIUM ASSET MANAGEMENT | TRILLIUM ASSET MANAGEMENT, LLC | TRILLIUM ASSET MANAGEMENT CORP.

CRD#: 110901 / SEC#: 801-17958

RIA

Registered Investment Advisory firm - (12/3/1982 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

One Congress Street Suite 3101, Boston, MA 02114

Mailing Address

Phone number

(617) 423-6655

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRILLIUM ASSET MANAGEMENT BROCHURE 2A 03.28.2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	2,149
AUM (Assets Under Management)	$ 5,012,664,360

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/03/2025	Cover Page	Report
02/26/2025	Cover Page	Report
08/21/2023	Cover Page	Report
02/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Adam Green

J.P. MORGAN SECURITIES LLC

IAR

SAN MATEO, CA

Maximilian Soares

J.P. MORGAN SECURITIES LLC

San Francisco, CA

Jason Fang

TERRAFIRMA WEALTH PARTNERS

IAR

WALNUT CREEK, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tobi A. Mason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tobi Anne Mason's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRILLIUM ASSET MANAGEMENT

ROSENBLUM SILVERMAN SUTTON SF INC

SVB WEALTH

LYLE & FORSYTH-INVESTMENT MANAGERS

D.S. KENNEDY & CO.

Primary Firm SEC Registration

TRILLIUM ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 7

Date: 7/16/1983

Current Firm

TRILLIUM ASSET MANAGEMENT

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRILLIUM ASSET MANAGEMENT

TRUST BUT VERIFY

Similar Advisors