Michael Andrew Mason
Professional Summary
Michael Andrew Mason, who also goes by Andy Mason, is a registered financial advisor currently at WALNUT CREEK CAPITAL ADVISORS, LLC located in Atlanta, Georgia. Michael is registered as a RR (Registered Representative) and started their career in finance in 1995. Michael has worked at 6 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Andy Mason
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
WALNUT CREEK CAPITAL ADVISORS, LLC
Contact Information
Main Address
2100 Riveredge Pkwy Suite 1230, Atlanta, GA 30328Mailing Address
2100 Riveredge Pkwy Suite 1230, Atlanta, GA 30328Phone Number
(678) 322-3000Established
Georgia since 04/06/2004Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/9/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michael Andrew Mason's CRS (Customer Relationship Summary).
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