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Reuben Scott Mason

Reuben S. Mason

DOCEO WEALTH
Meridian, ID 83642
Some features on this profile are disabled
CRD#: 5387684
Reuben Scott Mason

Professional summary

Reuben Scott Mason, CFP®, who also goes by R. Scott Mason, Scott Mason, is a registered financial advisor currently at DOCEO WEALTH, LLC located in Meridian, Idaho.

Reuben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Reuben has worked at 4 firms and has passed the Series 63, Series 66, Series 6TO, SIE, Series 52, Series 7, Series 6, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

R. Scott Mason | Scott Mason

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 Reuben Scott 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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

December 17, 2025 - Present

DOCEO WEALTH, LLC

Office #1: 1880 S. Cobalt Point Way Suite 350, Meridian, ID 83642
RIA
CRD#: 310415
Meridian, ID
Past

July 7, 2014 - December 17, 2025

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Meridian, ID
Past

June 26, 2014 - December 17, 2025

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Meridian, ID
Past

March 15, 2011 - February 14, 2014

DESERT ROSE CAPITAL MANAGEMENT, INC.

RIA
CRD#: 154331
MERIDIAN, ID
Past

August 26, 2010 - March 14, 2011

BEACON ROCK INVESTMENT ADVISORS

RIA
CRD#: 150366
EAGLE, ID
Past

June 18, 2008 - August 26, 2010

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
BOISE, ID
Past

August 16, 2007 - August 26, 2010

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BOISE, ID

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".
DW
DOCEO WEALTH, LLC
DOCEO WEALTH, LLC

CRD#: 310415 / SEC#: 801-119586

RIA
Registered Investment Advisory firm - (10/6/2020 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
Idaho
(12/17/2025)
IAR
Texas
(12/17/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 6/12/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/12/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 52
Date: 11/25/2014
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 6/26/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/15/2007
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 12/8/2014
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/29/2014
General Securities Principal Examination

Current Firm

DW
DOCEO WEALTH, LLC
DOCEO WEALTH, LLC

CRD#: 310415 / SEC#: 801-119586

RIA
Registered Investment Advisory firm - (10/6/2020 Approved)
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Contact information

Main Address
1880 S. Cobalt Point Way Suite 350, Meridian, ID 83642
Mailing Address
Phone number
(208) 350-7274
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts614
AUM (Assets Under Management)$ 242,793,200

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.

Company Information

DOCEO WEALTH, LLC

CRD#: 310415Meridian, ID 83642

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