Michael A. Mason
Professional summary
Michael Andrew Mason, who also goes by Andy Mason, is a registered financial professional 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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michael Andrew Mason's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 23, 2020 - Present
WALNUT CREEK CAPITAL ADVISORS, LLC
Office #1: 2100 Riveredge Pkwy Suite 1230, Atlanta, GA 30328Office #2: 2100 Riveredge Parkway Suite 1230, Atlanta, GA 30328January 21, 2016 - April 12, 2020
WALNUT CREEK CAPITAL ADVISORS, LLC
May 18, 2007 - September 15, 2015
VRA PARTNERS, LLC
January 29, 2007 - May 24, 2007
CAYMUS SECURITIES LLC
July 27, 2001 - April 21, 2006
TRUIST SECURITIES, INC.
December 12, 2000 - July 27, 2001
THE ROBINSON-HUMPHREY COMPANY, LLC
April 18, 1995 - September 19, 1995
KROLL SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/9/2022)
Exams
Series 99TO
Date: 9/29/2025
Operations Professional ExaminationFINRA
Current Firm
WALNUT CREEK CAPITAL ADVISORS, LLC
CRD#: 131856 / SEC#: , 8-66521
Contact information
FINRA licenses (2 States and Territories)
Documents
Red Flags
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