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DM

Dale W. Mason

MG CAPITAL PARTNERS
Vienna, VA 22182
Some features on this profile are disabled
CRD#: 7222688
DM

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.
The advisor shows no other business activity.

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)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/17/2019
Uniform Investment Adviser Law Examination

Current Firm

MC
MG CAPITAL PARTNERS, LLC
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
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts288
AUM (Assets Under Management)$ 83,314,868

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

MG CAPITAL PARTNERS, LLC

CRD#: 305512Vienna, VA 22182

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