Calvin Mason is a registered investment advisor at Morgan Stanley, based in Pueblo, CO, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
115 E Riverwalk, Pueblo, CO, 81003
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Regulatory History (1)
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Customer Dispute
November 2002Denied
Employment History
Current Registrations
Morgan Stanley
February 2013 - Present · 13 yrs 3 mos
Morgan StanleyBroker
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Wells Fargo Advisors, LLC
August 1999 - February 2013 · 13 yrs 6 mos
Wells Fargo Advisors, LLCBroker
February 1996 - February 2013 · 17 yrs
Kirkpatrick, Pettis, Smith, Polian INC.Broker
August 1994 - February 1996 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1992 - August 1994 · 2 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.