Daniel Mason
Daniel Mason is a registered investment advisor at First Mason Financial, LLC, based in Medina, OH, with 24 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 371 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Mason Financial charges a percentage of your portfolio for investment management services. The specific rate was not disclosed.
Location
33 Public Square, Medina, OH, 44256
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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
Daniel is the president of First Mason Financial LLC, a registered investment advisor, dedicating full-time hours to this role. He also owns First Mason Properties, a commercial building, and sells life insurance and fixed indexed annuities, dedicating a few hours per week.
Employment History
Current Registrations
First Mason Financial, LLC
Previous Registrations
First Mason Financial, LLC
First Mason Financial, LLC
Triad Advisors, INC.
Triad Advisors LLCBroker
Prim Advisors, Incorporated
Prim Securities, IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.