Dale W. Mason

MG CAPITAL PARTNERS

Vienna, VA 22182

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CRD#: 7222688

Professional summary

Dale William Mason, who also goes by Daniel William Mason, is a registered financial advisor currently at MG CAPITAL PARTNERS, LLC located in Vienna, Virginia.

Dale is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Dale has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel William 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.

I own my own CPA business, Dale Mason, CPA & Co. In this business I perform international tax consulting services for US citizens abroad and foreign nationals in the U.S. When a client needs tax preparation services, I refer the client to one of two accounting firms and then perform a final quality control review of the return. For this work, I typically receive 20% of the total invoice. I am a licensed insurance agent in Virginia. I obtained my license in 2019 and have not made any commissions yet as I will begin this business in late January, 2020. I will mostly sell term life insurance and long-term care insurance. I am a CPA who owns my own business (Dale Mason, CPA & Co.). In this business I mainly provide international tax consulting advisory services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dale William Mason'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®

None

Experience

Current

January 29, 2020 - Present

MG CAPITAL PARTNERS, LLC

Office #1: 9420 Lakeside Dr., Vienna, VA 22182Office #2: 8300 Greensboro Dr. #l1-193, Tysons Corner, VA 22102

RIA

CRD#: 305512

Vienna, VA

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

District of Columbia
(3/17/2020)

IAR

Maryland
(1/29/2020)

IAR

Virginia
(2/19/2020)

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

State Security Law Exam

IAR

Series 65

Date: 5/17/2019

Uniform Investment Adviser Law Examination

Current Firm

MG CAPITAL PARTNERS, LLC

CRD#: 305512 / SEC#:

District of Columbia

Registered Investment Advisory firm - (3/16/2020 Approved)

Maryland

Registered Investment Advisory firm - (9/27/2019 Approved)

Virginia

Registered Investment Advisory firm - (2/19/2020 Approved)

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Contact information

Main Address

Chevy Chase, MD

Mailing Address

Phone number

(202) 790-2664

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	211
AUM (Assets Under Management)	$ 54,611,667

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.

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Dale W. Mason

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dale William Mason's CRS (Customer Relationship Summary).

Certified licenses

Experience

MG CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/17/2019

Current Firm

MG CAPITAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MG CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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