MC
MC

Mason Champion

24 Years of Experience
Lutherville, MD
Broker

Mason Champion is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, with 24 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

2330 West Joppa Road, Suite 255, Lutherville, MD, 21093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mason is an author, having written multiple books and holding the position of sole proprietor for publishing. He also works with Penn State University and the University of Nevada Las Vegas in alumni/student programs and as a professor, dedicating minimal time to these roles.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Morgan Stanley
September 2001 - February 2006 · 4 yrs 5 mos
Morgan Stanley Dw INC.Broker
May 2001 - February 2006 · 4 yrs 9 mos
State Registrations47 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.