Walter Mason
Walter Mason is a registered investment advisor at Cetera Investment Advisers LLC, based in Chatham, MA, with 26 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
32 Village Landing, Chatham, MA, 02633
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Walter is a trustee on an irrevocable insurance trust (ILIT) and owns rental real estate property since 2002, dedicating minimal time to each. He also works as an insurance broker, spending a few hours per week on insurance sales.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations6 states
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