MC
Mason A. Christmas
KESTRA ADVISORY SERVICES
Brunswick, GA
Some features on this profile are disabled
CRD#: 7715930
MC
Professional summary
Mason Andrew Christmas is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Brunswick, Georgia and KESTRA INVESTMENT SERVICES, LLC located in Saint Simons Island, Georgia.
Mason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Mason has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Bus Name: MUSIC INSTRUCTION POSITION: Music Clinician/Instructor NATURE: Music Instruction INVESTMENT RELATED: No, # OF HOURS: 60 SECURITIES TRADING HOURS: 45 START DATE: 07/15/2024 ADDRESS: 600 Abernathy Cir, Elberton GA 30605, United States DESCRIPTION: My duties consist of, but not limited to; facilitating individual music sectionals, helping to coordinate outside marching band activities, and to assist in morale boosting. I am obligated to arrive on time and hold music sectionals in a professional but goofy manner. Bus Name: FREDERICA WEALTH ADVISORY POSITION: Registered Rep NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/01/2024 ADDRESS: 5500 Frederica Rd, Ste 1205, St. Simons Island GA 31522, United States DESCRIPTION: Solicit advisory business. Provide assistance for owner of firm regarding programs such as eMoney, RedTail, etc. Help facilitate client meetings/communications. Bus Name: FREELANCE/OUTSIDE MUSICIAN POSITION: Outside/freelance Musician NATURE: Music INVESTMENT RELATED: No, # OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2025 ADDRESS: 127 Satilla Sands Drive, Brunswick GA 31523, United States DESCRIPTION: As a freelance musician, my duties and obligations involve managing all aspects of my musical career. This includes staying on top of scheduling performances, rehearsals, and recording sessions, while ensuring timely delivery of music projects. I play both guitar and trombone, performing across a variety of genres and settings. I am responsible for maintaining and expanding my network of clients and collaborators, ensuring all work meets the client's expectations.
CRS (Client Relationship Summary) - RIA
Click below to view Mason Andrew Christmas'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®
NoneExperience
Current
June 28, 2024 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 5500 Frederica Road Unit 1201, Saint Simons Island, GA 31522RIA
CRD#: 283330
Brunswick, GA
Current
May 14, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 5500 Frederica Road Unit 1201, Saint Simons Island, GA 31522BD
CRD#: 42046
Saint Simons Island, GA
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Georgia(6/27/2024)
IAR
Georgia(6/28/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/13/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
